News

SMSF, Superannuation

SMSFs deliver strong results

SMSF investment returns

The latest sector research has confirmed SMSF investment returns were comparable to those of APRA funds for the 2020 and 2021 financial years.

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Commercial Property, Residential Property

Hybrid property conversions most appealing

property conversions

Property conversions located in the capital city CBDs are most popular among investors when they incorporate commercial and residential spaces.

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Auditing, Residential Property

Online valuations require cautious approach

Residential property valuations

A degree of caution should be exercised when using online services to determine the value of a residential property owned by an SMSF.

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Investments

Market downturn not over soon

markets rates inflation

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

Digital BDBN authorisation

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

Global private credit

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

$3 million discrimination

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

Work test

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

OpenInvest

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

SMSF auditors

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

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