News

International Shares, Investments

Market concentration fears overblown

Global market Concentration Insync Funds Management US market

The view that global markets are becoming concentrated around tech stocks is not matched by reality, but caution should be exercised with local and Asian markets.

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Legislation, Tax

Not right to pay tax on what you’ve never had

SMSF Unrealised capital gains Division 296 tax self-managed superannuation

The proposed policy to tax the unrealised gains of individuals with total super balances over $3 million has significant implications for the economy.

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Legislation, Tax

Govt keeps justifying super tax

Stephen Jones SMSF Division 296 tax Super tax

The Minister for Financial Services has told APRA funds and investment managers its plans to lift taxes on high super balances are fair and part of a wider agenda around equity in the system.

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ATO, NALI/NALE

PCG 2016/5 doesn’t define NALI compliance

Safe harbour PCG 2016/5 NALI non-arm's-length income LRBA Limited recourse borrowing arrangement SMSF Self-managed superannuation ATO Paul Delahunty

Not satisfying the LRBA safe harbour rules defined in PCG 2016/5 will not necessarily trigger the non-arm’s-length income provisions.

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Economy, International Shares, Investments

US to avoid hard recession

United States Recession Economy Diversification

The US is likely to avoid a severe recession and sustained levels of high inflation, but its economy will be bumpy regardless of the election outcome.

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ASIC, Investments

ASIC issues share scam alert

ASIC Shares Scam identity theft

ASIC has urged individuals to remain vigilant amid a rise in scams targeting shares held in the portfolio accounts of Australian investors.

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Compliance & Regulation, Retirement

Role change can’t count as retirement

SIS Regulation Retirement condition of release preservation age IFPA Natasha Panagis

A change of employment conditions of a super fund member aged 60 will not satisfy a retirement condition of release in most cases.

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Australian Shares

Small caps require specific focus

Small cap stocks ICE Investors Callum Burns

Investing in small-cap companies can be challenging and requires thorough research to find those with strong growth potential.

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Property

Residential dwelling vacancies decline

Residential property vacancy rate Rental prices SQM Louis Christopher

September saw a slight decrease in vacancy rates for residential dwellings, while rental prices experienced a small move in the opposite direction.

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Legislation, Superannuation, Tax

Lower house passes Div 296 bill

Division 296 tax SMSF Association Bill House of Representatives

The Division 296 or $3 million soft cap bill will progress to the Senate after the government voted down amendments in the lower house.

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