News

ESG standard not likely soon

July 1, 2022

A standard around ESG investing is unlikely in the short term as regulators focus on the words and actions of investment firms.

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Regulation

SMSF BDBNs in the clear

June 17, 2022

Jason Spits

BDBNs within an SMSF are not subject to lapsing rules, according to a High Court ruling that follows four other legal cases with similar findings.

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ATO

NALE compliance stance continued

June 17, 2022

Jason Spits

The ATO will continue its practice of not deploying compliance resources to address non-arm’s length expenditure breaches of a general nature.

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Investments

Sound strategies a guide through volatility

June 17, 2022

Tia Thomas

Investment strategies are a useful map through market volatility and prevent rash decisions being made.

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Contributions

Contributions error fixes gone

June 17, 2022

Darin Tyson-Chan

The ability to repay non-concessional contributions accepted in error by superannuation fund trustees will be eliminated on 1 July.

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Investments

Focus on assets rather than themes

June 17, 2022

Jason Spits

Investors should be looking at income-producing assets rather than investment themes to offset the impact of muted economic growth and rising inflation.

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Documentation

Trust deed dictates death benefits

June 17, 2022

Tia Thomas

The detail included in an SMSF trust deed requires examination to understand the procedures that need to be followed regarding death benefit payments.

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ETFs