News

Retirement, Strategy

Balance equality boost from new rules

SMSF balance work test

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

investments market noise

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

SMSF asset valuation

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

Self-directed investors

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

SMSF rollover alerts introduced

ATO rollover alert

The ATO has added an SMSF alert service to SuperStream that will notify members when a rollover has occurred.

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Contributions

NCC bring forward implementation confirmed

NCC bring-forward

The official date from when people aged 65 and 66 can use the non-concessional contributions bring-forward rule has been confirmed by Treasury.

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Commercial Property

Commercial property delivering solid yield

commercial property yield

Commercial property is currently generating significantly more attractive yields than 10-year bonds.

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Pensions, Superannuation

Drawdown relief applies to all pensions

minimum drawdown pensions

The reduced minimum pension that will now apply for the 2022 financial year is not restricted to account-based pensions.

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Business news

Global markets enhance small-cap allocations

global markets small caps

International markets can provide individuals looking to invest in small and mid-cap companies a greater number of opportunities to generate good returns.

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Infrastructure, Investments

Fine-tuned infrastructure fund launched

unhedged international infrastructure

A global equities manager has launched an unhedged infrastructure income fund replicating the hedged version of the product to give investors greater flexibility.

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Our Story

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