News

ATO, Business news, Documentation

Voluntary disclosure forms updated

ATO voluntary disclosure

The ATO will now require trustees to sign off on voluntary disclosure forms when reporting unrectified regulatory contraventions.

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ETFs, Investments

New bond ETF enters the market

Global X Corporate bond ETF

Global X has launched a US Corporate Bond ETF in Australia, offering investors access to the world’s largest corporate bond market, which saw US$1.2 trillion in investment-grade bonds issued in 2022.

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Investments

OpenInvest strikes new partnership

OpenInvest Sarto Advisory

A new partnership signed between OpenInvest and Sarto Advisory will provide access to affordable investment services for young Australian investors.

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Contributions, Pensions

Blocking indexation a brave move

Preventing the indexation of the general TBC would be considered a very bold government initiative and contrary to the intent of the original policy.

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Pensions, Superannuation, Tax

Soft cap has pension strategy impact

Pension strategies dealing with a member’s death could be impacted by the proposed additional tax on super balances above $3 million.

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Australian Shares

Franking credit policy wide of the mark

The government policy to prevent company share buybacks from including franked dividends will not impact the parties Treasury has targeted.

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Retirement

Retirees see another cost of living rise

The cost of living for retirees increased by 2.5 per cent in the last quarter of 2022 and by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

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Investments, Regulation

MIS regulations to be reviewed

After being introduced over 20 years ago, the regulatory framework for managed investment schemes will be reviewed this year.

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ETFs

New ETF combines fixed income and ESG

Janus Henderson Investors has launched a fixed income ETF focused on companies working towards making positive social and environmental changes.

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Investments

Reassess risk caused by rate rises

Rising interest rates will alter the expected returns from shares and fixed interest investments, with retirees cautioned to watch for increased risks.

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