News

Investments

New strategies needed after bond, share shift

strategies bonds shares

Investors should be considering alternative strategies given the usual risk-reducing relationship between bonds and shares has been nearly overturned.

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ASIC

CommSec and Ausiex hit with penalties

CommSec Ausiex penalties

CommSec and Ausiex have been ordered to pay a collective fine of more than $27 million for overcharging brokerage fees.

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ETFs

Vanguard amends brokerage fee charges

Vanguard brokerage fees

Vanguard has upgraded its ETF offering by dropping certain fees and will soon release an automatic investment capability to this business arm.

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NALI/NALE, Pensions

Budget silent on NALI, pensions

Budget NALI legacy pensions

The status of changes to NALI and NALE and an amnesty to exit legacy pensions is unknown after the budget did not address these issues.

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Retirement

Health card, deeming rate changes introduced

health card deeming rates

The income threshold for the Commonwealth Seniors Health Card will increase, while deeming rates will be frozen as part of measures contained in the budget.

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Auditing

SMSF audit announcement welcomed

SMSF audit cycle

The elimination of any policy consideration to change the yearly SMSF audit cycle confirmed in the October federal budget has been welcomed.

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Compliance & Regulation

Residency rule isolation could be concerning

Superannuation residency rules

Singling out delaying the amendment to the superannuation residency rules in the new Labor government’s first budget could be a bad sign.

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Downsizer

Cost of downsizer age reduction revealed

downsizer age reduction

A further reduction in the eligibility age for downsizer contributions will cost the government very little each year, according to the budget papers.

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SMSF Awards

Top service providers recognised

SMSF service provider awards

The leading providers of services to SMSF trustees have been named in the sector’s longest-running awards presented by smstrusteenews and research house CoreData.

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NALI/NALE

NALE issue flagged with new government

government NALE

It has been confirmed the new Labor government has been notified about the flaws in the non-arm’s-length expenditure legislation.

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