News

Compliance & Regulation, Division 296, Legislation, Strategy, Superannuation, Tax

TSB to play a different Div 296 role

The assessment of a super fund member’s total super balance has been changed in the Division 296 tax draft legislation released in late December.

The assessment of a super fund member’s total super balance has been changed in the Division 296 tax draft legislation released in late December.

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Compliance & Regulation, Contributions, Regulation, Superannuation

Contributions caps set for 2026 rise

The recent movement in AWOTE figures indicates the superannuation contributions caps are set to increase from 1 July 2026.

The recent movement in AWOTE figures indicates the superannuation contributions caps are set to increase from 1 July 2026.

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International Shares, Investments, Private Assets

Key 2026 investment themes called

Several significant investment themes across several asset classes that will shape 2026 have been recognised by a global wealth management firm.

Several significant investment themes across several asset classes that will shape 2026 have been recognised by a global wealth management firm.

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Compliance & Regulation, Contributions, Downsizer

Downsizer extensions very strict

An application to have the downsizer contribution deadline extended will only be successful if there is a legitimate reason behind the request.

An application to have the downsizer contribution deadline extended will only be successful if there is a legitimate reason behind the request.

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Investments

Emerging markets set for big year

Several current economic factors suggest emerging markets are likely to offer significant investment opportunities in the coming year.

Several current economic factors suggest emerging markets are likely to offer significant investment opportunities in the coming year.

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Compliance & Regulation, Legislation, Trusts

Discretionary trusts considered NALI

An SMSF investment in a discretionary trust should be avoided as any distributions from it will be considered non-arm’s-length income.

An SMSF investment in a discretionary trust should be avoided as any distributions from it will be considered non-arm’s-length income.

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Bonds, ETFs, Investments

New bond ETF enters market

A new exchange traded fund has been released to provide individuals access to the growing subordinated bond investments market.

A new exchange-traded fund has been released to provide individuals access to the growing subordinated bond investments market.

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Superannuation

Merry Christmas and Happy New Year

The smstrusteenews team would like to wish all of their readers a very Merry Christmas and a happy, healthy and prosperous New Year.

The smstrusteenews team would like to wish all of their readers a very Merry Christmas and a happy, healthy and prosperous New Year.

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Australian Shares, Direct Domestic Shares, ETFs, Investments

SMSFs liked blue chips in November

An investment services provider has narrowed down the top stocks SMSFs receiving financial advice favoured in their November purchases.

An investment services provider has narrowed down the top stocks SMSFs receiving financial advice favoured in their November purchases.

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