News

NALI/NALE

NALE fee approach defined

NALE service fee

Trustees have been provided with guidance as to what might constitute an appropriate service fee that will satisfy the non-arm’s-length expenditure rules.

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International Shares

Global dividends to bounce back

Global dividends

Global dividends are set to return to levels experienced before the COVID-19 pandemic affected world equity markets.

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ATO, Compliance & Regulation

ABR updated to allow six-member funds

ABR six member

Updates to the Australian Business Register (ABR) to allow the creation of six-member SMSFs are complete and will replace an interim process offered by the ATO.

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Retirement

Virus restrictions hit retiree living costs

retirees living costs

ASFA statistics have revealed the increased cost of living in the past year has put greater pressure on retirees.

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ETFs

SMSFs stick with ETFs, but shift focus

SMSFs ETFs

SMSF investors have been long-term users of ETFs, but market expansion has changed how they use them within their portfolios.

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Estate Planning

SuperStream hits death benefits

SuperStream death benefit

Death benefit rollovers will be treated differently under SuperStream from 1 October, depending on who the beneficiary is in the eyes of the ATO.

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Business news, Superannuation

Discount availability key to NALE

NALE discounts

The NALE rules will only apply to SMSF administration service discounts applied exclusively.

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Australian Shares, International Shares

Trading platform adapted for SMSFs

share trading SMSF

SMSF trustees can now access an online share trading platform with functionality specifically designed for their needs.

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Auditing, Documentation

Detailed asset valuation evidence needed

Asset valuation evidence

The evidence used to justify the market valuation of an asset must be more detailed and provided to auditors under new guidance from the ATO.

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ETFs, Technology

FAANG stock strength more than short term

FAANG stocks

The recent strong performance of the FAANG stocks is more than just a short-term phenomenon triggered by COVID-19.

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