News

Tax

Impact of new tax misrepresented

A government prediction about the Division 296 tax has significantly underestimated the impact it will have on SMSF members.

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ATO, Technology

Cyberattack reports denied

The ATO has reassured the public its systems remain secure after rebutting reports in the media it had suffered a cybersecurity attack.

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ETFs, International Shares

US equity active ETF launched

BlackRock Australia will release a local version of a US-focused active ETF that has delivered strong returns on a rolling basis.

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Tax

Div 296 discussions need restarting

Division 296, tax, SMSF, self managed super, trustee, $3 million, SMSF Alliance, David Busoli, Senate, implementation date, legislation, 30 June 2026, total super balance

The result of the recent federal election means trustee conversations with accountants and advisers need to be resumed regarding the new super tax.

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Contributions

Marriage length no downsizer issue

Marriage, downsizer contribution, spouse, SMSF, self managed super, Accurium, Natalie Scott, relationship length, capital gains tax

The ability for a spouse to take advantage of the downsizer provisions is not dependent on how long the couple in question have been married.

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Financial Advice

Financial education a wealth transfer key

Financial education, wealth transfer, share trading platform, Selfwealth, Craig Keary, Australian Shareholders’ Association, financial literacy, inheritance

Financial education is a critical component in helping to ensure the transfer of wealth between family generations is a successful process.

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International Shares, Investments

State of US market still shaky

US market, US shares, tariffs, Axa Investment Managers, Chris Iggo

The improved state of the US market is not a sure sign it is in a stable position as shares remain expensive and investors are questioning the impact of the recently announced tariff policy.

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Superannuation

ATO dispels false super rule changes

ATO, superannuation, drawdown rules, preservation age, lump sum withdrawals, Emma Rosenzweig, Deputy Commissioner, misinformation

False claims currently being circulated regarding changes to the superannuation drawdown rules have been rebutted by the ATO.

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Business news

Govt appoints new financial services minister

financial services minister, Assistant Treasurer, Daniel Mulino, Stephen Jones, FAAA, Financial Advice Association Australia, Sarah Abood, CPA Australia, Chris Freeland, Financial Services Council, Blake Briggs

A former Victorian politician who moved into federal parliament in 2019 has been named as the new financial services minister.

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Australian Shares, Investments

Interest rate cuts likely this year

Interest rate, Australian Shareholders’ Association, Plato Investment Management, Don Hamson, dividends

The Australian economy has been forecast to experience at least two official interest rate cuts before the end of 2025.

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