News

Market downturn not over soon

May 5, 2023

Investors have experienced a long run of good market outcomes that are unlikely to return for some time due to high inflation, interest rates and asset prices.

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BDBN, Compliance & Regulation

Digital approvals increase BDBN risk

May 5, 2023

Darin Tyson-Chan

Executing a binding death benefit nomination is legally allowable, but exposes SMSF trustees to a significantly higher level of risk

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Investments

New global private credit fund released

May 5, 2023

Todd Wills

Pengana Capital and Washington H Soul Pattinson have partnered to launch a global private credit fund aimed at retail investors.

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Retirement, Superannuation, Tax

Soft cap bias called out

April 21, 2023

Darin Tyson-Chan

The government has been accused of showing bias against SMSFs in its proposal to implement a $3 million soft cap on superannuation members.

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ATO, Tax

ATO fixes work test irregularity

April 21, 2023

Darin Tyson-Chan

An anomaly that arose from the most recent amendment to the work test has been rectified after the release of a new legislative instrument by the ATO.

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Investments

OpenInvest adds five new portfolios

April 21, 2023

Darin Tyson-Chan

OpenInvest has forged a new funds management relationship offering consumers access to a suite of five varied investment portfolios.

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ASIC, Auditing

ASIC sanctions more SMSF auditors

April 21, 2023

Darin Tyson-Chan

ASIC has taken enforcement action against 11 registered SMSF auditors, including the disqualification of seven practitioners.

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Investments

Debt market ripe for investors

April 21, 2023

Todd Wills

The growth of the private debt market in Australia presents an appealing opportunity for investors, particularly during periods of economic volatility.

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ATO