News

SuperStream start date set

July 16, 2021

SMSF trustees and planners are being advised by the ATO to prepare for the SuperStream rollover changes set to apply from 1 October.

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Superannuation

Indexation won’t cause admin cost increase

July 16, 2021

Darin Tyson-Chan

The implementation of indexation to super thresholds, such as the transfer balance cap, is unlikely to cause a rise in SMSF administration charges.

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Investments

Dividend recovery expected in August

July 16, 2021

Tia Thomas

Investors can expect strong dividend payouts from listed Australian companies during the August reporting season.

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Retirement, Strategy

Balance equality boost from new rules

July 16, 2021

Tia Thomas

It will be easier for spouses who are members of the same SMSF to even up their superannuation balance in the 2023 financial year due to the change in the work test rule.

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Investments

Check investments less often

July 16, 2021

Darin Tyson-Chan

A chief economist has shared his top five investment mantras, such as taking advantage of compound interest, avoiding market noise and maintaining a diversified portfolio.

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ATO, Compliance & Regulation

New valuation guidelines released

July 16, 2021

Tia Thomas

The ATO has updated its SMSF asset valuation guidelines, but has reminded trustees and auditors of the need to have accurate information.

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Australian Shares, ETFs

Fear of missing out drives investors to ETFs

July 16, 2021

Jason Spits

The number of self-directed investors grew rapidly in the past 12 months, driven by a fear of missing an uptick in the market and ready access via ETFs.

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ATO