News

Documentation

The benefits of a corporate trustee

SMSF corporate trustee

SMSFs can be setup with either individual or corporate trustees but the latter has useful advantages which are ideally suited for the self-managed super sector.

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Retirement

SMSFs receive retirement income covenant exemption

retirement income covenant

SMSFs will not be bound by the proposed legislation requiring superannuation fund trustees to formulate a retirement income strategy for members.

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ATO

COVID-19 relief measures extended

COVID-19 relief ATO

The ATO has extended the COVID-19 compliance relief measures, confirming they will apply to SMSFs for the 2022 financial year as well.

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Residential Property

Property value growth hits 20-year peak

property value growth

The rate of increase in the value of Australian housing has hit a 20-year high even as monthly growth has softened recently.

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Contributions, Superannuation

Excess contribution change not a strategic break

excess contributions charge

The scrapping of the excess concessional contributions charge in the Your Future, Your Super laws is not an opportunity to gain a tax benefit.

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Investments

Private equity can boost returns

private equity

Allocations to private equities can provide a much-needed return boost to portfolios and should be considered given some current market trends.

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Investments

Local private company fund launched

Naos private company fund

Naos Asset Management has launched a managed fund that will invest in domestic private businesses primed for long-term growth.

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ATO, Documentation

Tougher SAR stance applied

SMSF annual return enforcement

SMSF trustees who are failing to meet their legal obligation of lodging their fund’s annual return are to face new ATO enforcement procedures.

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ATO

Work test can be officially monitored

superannuation work test

The ATO has the ability to determine if people over the age of 66 who have made personal super contributions have satisfied the required work test.

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International Shares, Investments

Don’t ignore quality stocks

growth value stocks

Quality equities should not be disregarded in the debate on whether growth or value stocks currently offer the best investment opportunities.

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