News

ESG, Investments

Vanguard launches global ESG fund

Vanguard global ESG

Vanguard Australia has expand its ESG fund line-up with an actively managed fund that will identify high-quality growth companies around the globe.

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Compliance & Regulation

Regulator bans 250 trustees

SMSF trustees disqualified

More than 160 SMSF trustees were disqualified in the second half of the last financial year, with over 250 disqualified across the whole year.

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ATO

Few complaints over ATO actions

SMSF complaints ATO

SMSF complaints to the Tax Ombudsman complaints service regarding actions brought against them by the ATO are considerably low.

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Retirement

Retirees concerned about economic conditions

retirees economic challenges

The challenges associated with the current economic environment is causing most concern among retirees and SMSF trustees.

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Business news

Downsizer age reduction closer

Downsizer qualification age

The bill containing the measure to reduce the qualification age for downsizer contributions is one step closer to being passed into law.

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Residential Property

SMSFs should consider NDIS properties

SMSF NDIS property

Investing in residential properties that are part of the National Disability Insurance Scheme can provide solid returns for SMSF trustees.

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Business news

Budget needs to address four key issues

death benefit contribution caps

An industry body has made a call to change the laws governing lump sum death benefit payments and unused concessional contributions caps.

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Investments

New dividend income fund enters market

GQG Partners dividend income

Individuals now have access to a new dividend income fund from GQG Partners that looks to invest in high quality companies across the globe.

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Compliance & Regulation, Residential Property

Statement of intent a concern

Statement intent sole purpose

Simple SMSF asset purchases can lead to sole purpose test breaches if members communicate reasons for the transaction to their adviser.

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Superannuation

Super to play regional role

superannuation region Asia-Pacific

The $3.4 trillion in superannuation accounts across the country is set to play a role in funding initiatives in the Asia-Pacific region.

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