News

ASIC

Dixon Advisory hit with $7.2m penalty

dixon advisory penalty

Dixon Advisory has had a $7.2 million penalty imposed on it after it was found six of its authorised representatives did not act in their clients’ best interests.

read more
Australian Shares, International Shares, Investments

Time is right for value stocks

value stocks

The pervading global economic conditions mean investors should turn their attention to value stocks and away from growth stocks.

read more
Contributions

Variations only for smaller deductions

personal deductible contributions variations

A notice of intent for personal deductible contributions can only be varied downwards and revised timeframes may apply.

read more
Residential Property

Property sector growth currently limited

Property market growth

Growth opportunities in the property sector will be very rare in the coming 12 to 18 months and are likely to be driven by a singular factor.

read more
Investments

Expected returns lower over next five years

investment returns five years

Investment returns will likely be below historical averages for the next five years due to a number of global economic and political factors.

read more
Residential Property

New private property debt fund available

private real estate debt

CrowdProperty has released a private real estate debt product that can assist with diversification inside an SMSF portfolio.

read more
Economy, Strategy

Inflation may drive TBC up

inflation transfer balance cap

The transfer balance cap may increase to $1.9 million via the second application of indexation measures driven by the current inflation levels.

read more
Pensions

Call for 2021 budget measures focus

legacy pension absence

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce. 

read more
Residential Property

Property to drop by up to 20 per cent

Residential property prices

Residential property prices will fall heavily in the next year, driven by rising interest rates intersecting with high prices and the debt levels of homeowners.

read more
Compliance & Regulation

Compliance focus on TBAR now possible

TBAR Compliance

The implementation of one timeframe for lodging a transfer balance account report could lead to ATO compliance activity not yet witnessed.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.