News

Documentation, Practice Management

New communications methods to be significant

advisers trustees communication

Imminent changes to accepted communication techniques between advisers and trustees are likely to have a significant impact on SMSFs.

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Investments

Year of the Ox brings optimism

Chinese stock market

The Chinese stock market is tipped to offer some solid investment opportunities in the year ahead built on early growth in the Year of the Ox.

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Investments

New sustainable fund from JP Morgan

JP Morgan sustainable fund

JP Morgan Asset Management has launched Australia’s first liquid alternative sustainable fund following a successful roll-out in Europe.

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Regulation, Superannuation

TBC indexation set for July

TBC indexation

Indexation of the general transfer balance cap will occur on 1 July, leading to a departure from a standard figure for super fund members.

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Australian Shares

Strong finish to 2020 for IPO market

IPO market 2020

Despite the negative impact of the COVID-19 pandemic, the IPO market bounced back towards the end of 2020, a recent report shows.

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Strategy, Superannuation

Recontribution strategy can help retain assets

recontribution retain SMSF assets

The ability to retain key assets within an SMSF upon the death of a member can be assisted through the use of a withdrawal and recontribution strategy, a technical manager has said.

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Australian Shares, International Shares

Value stocks set to shine in 2021

value stocks 2021

Shares categorised as value stocks have been forecast to provide the best investment opportunities in 2021.

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Superannuation

Intent most important for nil-balance members

nil balance SMSF member

The intention of an SMSF member with a nil balance can be the determining factor as to whether their inclusion in a fund will be problematic.

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Investments

Passive cash inferior to active investments

passive cash active investements

Investments in cash will remain flat through 2021, requiring investors to look at other defensive assets for income returns.

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Investments

Growth assets preferable in 2021

growth assets 2021

Growth assets are expected to be the best performers in 2021 as economic conditions improve, triggered by the distribution of a coronavirus vaccine.

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