News

Residential Property, Superannuation

SMSF residency rules simplified

SMSF residency rules

Changes to SMSFs residency rules, including the scrapping of the active member test, are expected to significantly simplify the superannuation system.

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Contributions, Retirement

Work test to end mid-2022

work test cease

The work test on non-concessional contributions will cease from mid-2022 as the government seeks to boost the retirement savings of older Australians.

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Pensions, Superannuation

Legacy pension issues addressed

legacy pensions

The decision in this year’s budget to give individuals a two-year opportunity to commute legacy pensions has been well received by SMSF stakeholders.

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Contributions

Downsizer open to more people

downsizer contribution extended

The downsizer contribution scheme will be extended to now start from age 60, with the government claiming the move will free up housing for younger people.

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Investments

Tech sector popularity not abating

Technology sector investment

Companies in the technology sector will continue to present solid investment opportunities as COVID-19 changes will become permanent.

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Residential Property

Residential property market picks up

residential property vacancy rates

Vacancy rates in the domestic residential property market improved in April led by lower rates in the suburbs of Sydney and Melbourne.

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Fixed Income

Ares fund receives initial rating

Ares Income Fund Zenith

The Ares Global Credit Income Fund has received a recommended rating from Zenith Investment Partners.

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Documentation

Early TBA reporting suggested

TBAR lodging

Annual transfer balance account reports should be lodged ahead of time for 2020/21 due to the introduction of indexation to the super system.

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Pensions, Tax

Pension-phase NALI treatment clarified

pension phase CGT

Rules governing non-arm’s-length capital gains tax (CGT) triggered by assets used to support an pension phase income stream have been clarified.

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ETFs

Bank hybrids ETF launched

betashares hybrid etf

Following the strong growth of its active hybrid ETF, BetaShares has launched a passive fund focused on hybrid securities issued by major banks.

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