News

International Shares, Investments

Inflation favourable for emerging market debt

inflation emerging markets

The high inflationary economic environment being experienced across the world has made emerging market fixed income investments more attractive.

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BDBN, Estate Planning

Time of death first BDBN step only

BDBN estate plan

An effective SMSF estate plan must go beyond the survival of one party over another at the time of the relevant member’s death.

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Infrastructure, Investments

Infrastructure returns smoother than shares

Infrastructure returns

The ongoing need for infrastructure means investments in that sector are providing smoother long-term earnings than global equity investments.

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SMSF, Superannuation, Tax

Trustees dislike $3m soft cap

SMSF trustees $3 million tax

A recent sector survey has found nearly half of SMSF members believe the proposed $3 million soft cap is a bad policy initiative.

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Investments, Regulation, Tax

ASA welcomes franking credit decision

Franking credits

The Australian Shareholders’ Association believes the proposal to limit franking credits from capital raisings is unnecessary and requires clearer guidance to avoid unintended consequences.

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Investments

Global small-cap companies need consideration

small caps allocation

Limiting small-cap portfolio allocations to companies listed on the ASX will restrict the returns investors can enjoy from this sector.

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ASIC, Compliance & Regulation, SMSF

Unlicensed property scheme shut down

SMSF property scheme

The Federal Court has ordered an unlicensed SMSF investment scheme to be wound up and a lifetime ban from managing corporations for one of its directors.

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ATO, Compliance & Regulation

ATO watching non-lodgement behaviour

ATO non-lodgement

New SMSFs are failing to lodge annual returns and abide by their taxation obligations, drawing the attention of the ATO.

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Business news

Focus on income sources limited

income sources

SMSF investors are often too focused on dividends as a source of income, overlooking the wide range of other asset classes and vehicles that also generate income.

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Investments, Technology

Another WA deal for OpenInvest

OpenInvest Pascoe Partners

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

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