News

Superannuation

Indexation won’t cause admin cost increase

SMSF indexation

The implementation of indexation to super thresholds, such as the transfer balance cap, is unlikely to cause a rise in SMSF administration charges.

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Investments

Dividend recovery expected in August

dividend recovery

Investors can expect strong dividend payouts from listed Australian companies during the August reporting season.

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Retirement, Strategy

Balance equality boost from new rules

SMSF balance work test

It will be easier for spouses who are members of the same SMSF to even up their superannuation balance in the 2023 financial year due to the change in the work test rule.

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Investments

Check investments less often

investments market noise

A chief economist has shared his top five investment mantras, such as taking advantage of compound interest, avoiding market noise and maintaining a diversified portfolio.

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ATO, Compliance & Regulation

New valuation guidelines released

SMSF asset valuation

The ATO has updated its SMSF asset valuation guidelines, but has reminded trustees and auditors of the need to have accurate information.

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Australian Shares, ETFs

Fear of missing out drives investors to ETFs

Self-directed investors

The number of self-directed investors grew rapidly in the past 12 months, driven by a fear of missing an uptick in the market and ready access via ETFs.

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ATO

SMSF rollover alerts introduced

ATO rollover alert

The ATO has added an SMSF alert service to SuperStream that will notify members when a rollover has occurred.

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Contributions

NCC bring forward implementation confirmed

NCC bring-forward

The official date from when people aged 65 and 66 can use the non-concessional contributions bring-forward rule has been confirmed by Treasury.

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Commercial Property

Commercial property delivering solid yield

commercial property yield

Commercial property is currently generating significantly more attractive yields than 10-year bonds.

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Pensions, Superannuation

Drawdown relief applies to all pensions

minimum drawdown pensions

The reduced minimum pension that will now apply for the 2022 financial year is not restricted to account-based pensions.

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