News

Investments

OpenInvest expands its offering

OpenInvest has signed its first new partnership for 2023, joining with a Sydney-based firm to launch a digital investment service with thematic portfolios.

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Pensions

TRIS essentials need to be present

TRIS requirements

Certain requirements need to be satisfied before an SMSF member can consider commencing a transition-to-retirement income stream.

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Private Assets

Private assets provide volatility buffer

private assets volatility

Investments in companies below the radar are being used to offset inflation and volatility for long-term investors.

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Residential Property

New year property listings fall

Residential property listings

January saw a fall of 5.8 per cent in the number of residential properties placed on the market for sale, a figure fairly consistent with expectations.

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Investments

Major trends to encourage investment in India

India investment

India has exhibited signs of positive macroeconomic developments that should encourage individuals to look to invest in there.

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Contributions

TBC could land at $1.9 million

TBC $1.9 million

High levels of inflation could create a double rise in the indexation of the general transfer balance cap, pushing it up by $200,000.

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Business news

Indexation to affect more than TBC

general TBC indexation

A number of key superannuation elements will be affected should a second round of indexation be applied to the general transfer balance cap.

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Australian Shares

IPOs offer limited opportunities

IPO opportunities

IPOs fell away sharply in 2022 and will offer limited opportunities for investors in the first half of this year due to difficult market conditions.

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NALI/NALE

NALE solution put forward

NALE solution

The government has put forward a solution that NALE breaches be ring-fenced and tax penalties only applied to any advantages gained.

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ATO, Compliance & Regulation

Warning over asset protection schemes

asset protection schemes

The ATO has warned SMSF trustees to avoid using schemes that offer to protect assets within their fund via the use of an external trust.

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