News

Pensions

Pause commutation re-reporting

revised commutation reporting

SMSF members planning on reporting a revised commutation value on a pre-1 July 2017 market-linked pension may wish to hold off on that move until further information is released by the government around the treatment of commutations in excess of a transfer balance account, a technical expert has advised. Accurium head of education Mark Ellem […]

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Documentation

Formal rent relief documentation essential

formal documents rent relief

As rent relief measures come to an end, SMSFs have been reminded that only formal legal documents can be accepted by an auditor and the ATO when assessing the income of the fund.

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ASIC, Investments

Mayfair 101 offering shut down

Mayfair 101 debenture

ASIC has been successful in its application to have secured debenture issuer M101 Nominees, promoted by the Mayfair 101 Group, liquidated.

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Infrastructure

Infrastructure poised for global recovery

listed infrastructure recovery

Listed infrastructure assets have been able to ride out the low point of last year and are poised for any recovery that is set to come.

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Documentation, Practice Management

New communications methods to be significant

advisers trustees communication

Imminent changes to accepted communication techniques between advisers and trustees are likely to have a significant impact on SMSFs.

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Investments

Year of the Ox brings optimism

Chinese stock market

The Chinese stock market is tipped to offer some solid investment opportunities in the year ahead built on early growth in the Year of the Ox.

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Investments

New sustainable fund from JP Morgan

JP Morgan sustainable fund

JP Morgan Asset Management has launched Australia’s first liquid alternative sustainable fund following a successful roll-out in Europe.

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Regulation, Superannuation

TBC indexation set for July

TBC indexation

Indexation of the general transfer balance cap will occur on 1 July, leading to a departure from a standard figure for super fund members.

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Australian Shares

Strong finish to 2020 for IPO market

IPO market 2020

Despite the negative impact of the COVID-19 pandemic, the IPO market bounced back towards the end of 2020, a recent report shows.

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Strategy, Superannuation

Recontribution strategy can help retain assets

recontribution retain SMSF assets

The ability to retain key assets within an SMSF upon the death of a member can be assisted through the use of a withdrawal and recontribution strategy, a technical manager has said.

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