News

Contributions

Bring-forward approach confirmed

NCC bring-forward

Treasury has confirmed how the extension of the non-concessional three-year bring-forward rule to include people aged 64 to 75 will be applied.

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Superannuation

Director ID process underway

SMSF director identification

Registered directors of a corporate SMSF trustee can now apply for a director identification number, but time restrictions apply.

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Investments

Messaging key to AGM season

AGM return forecasts

Careful scrutiny should be applied to company performance forecasts during the coming AGM season to identify the best investment opportunities.

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Auditing, Residential Property

Trustees can help with valuation evidence

property valuation trustees

Trustees and their accountants can play an active role in compiling sufficient property valuation information for an SMSF audit.

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ETFs

Vanguard introduces additional automation

Vanguard automated investments

Vanguard has launched an automated scheduled investment feature for its Personal Investor platform to make the process easier for regular investors.

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Cryptocurrency

Compliance an issue with cryptocurrency

SMSF compliance cryptocurrency

A change in the classification of cryptocurrencies could present a compliance challenge for SMSF trustees holding these assets in their funds.

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Investments

Small-cap sector lagging on ESG reporting

small-cap ESG

The level of ESG reporting from small-cap companies needs to improve and more firms are responding to investor interest in this area.

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NALI/NALE

NALE goes beyond related parties

NALE related-party transactions

The non-arm’s-length expenditure rules as defined by LCR 2021/2 are not confined exclusively to related-party transactions.

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Superannuation

Savings limited from ECPI rule change

savings ECPI changes

The cost savings for SMSFs no longer having to use an actuarial certificate to calculate fund income are likely to be small, not open to all funds and offset by other costs.

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Cryptocurrency

Education service for digital assets launched

digital assets education

A fund manager has launched a education and research facility to provide much-needed information about digital assets such as Bitcoin.

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