News

Australian Shares

Strong performance from Aust shares expected

Australian shares performance

Investors can look forward to stronger returns from Australian shares on the back of better economic conditions in 2023.

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Investments

Shorter payback periods an asset priority

Portfolio payback

Shorter payback periods are a characteristic individuals should focus upon when contemplating investment asset purchases in 2023.

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Tax

Tax schemes using SMSFs targeted

tax schemes SMSFs

Retirement planning schemes using SMSFs to avoid tax, including those used by practitioners, have been listed as an area of concern and action for the ATO.

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Superannuation

Super earmarked for single purpose

superannuation retirement purpose

The government has declared its commitment to have the superannuation system provide for people’s comfortable retirement only.

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Australian Shares, International Shares

Share valuations not the main 2023 issue

Share valuations

Share markets will still face headwinds in 2023 from a different perspective based upon decisions central banks will make regarding interest rates.

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Tax

CGT concession use needs specialist advice

CGT concessions specialist advice

SMSF members wanting to use the small business CGT concessions should seek specialist advice, regardless of the practitioner involved.

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Investments

Alternatives value go beyond returns

Alternative assets returns

Non-listed alternative assets can still play a valuable role in investment portfolios despite the fact their returns have fallen recently.

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ETFs

Global X taps into carbon allowance

Global X ETF carbon

Global X ETFs Australia has expanded its ETF product suite with the release of a carbon allowance fund focused on emission trading schemes.

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Documentation

Director ID extension available

Director ID extension

SMSF trustees who have not yet applied for a director ID have been encouraged to do so by requesting an extension of time from the ATO.

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Residential Property

Kerbside valuation rules altered

Residential property valuations

Guidance provided by the ATO regarding valuations of residential property held in an SMSF now include a slight but significant amendment.

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