News

Documentation, Pensions, Retirement

Trust deeds key to TRIS status in retirement

retirement phase TRIS

Trustees should pay close attention to their SMSF trust deeds to ensure members converting to retirement phase still benefit from TRIS regulations, an SMSF expert says.

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Residential Property

Vacancy rates increase slightly

vacancy rates

Vacancy rates for residential properties across capital cities increased by 0.1 percentage points in June as indicated by the latest SQM Research data.

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ETFs

Index ETFs the better performers

Index ETFs outperform active

Index exchange-traded funds generated greater returns than their actively managed counterparts over the past year, according the latest market research.

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Investments

Cashed-up investors not always clued-up

high net worth investors unsophisticated

Many high net worth investors are unsophisticated in their choice of investments, with a new survey indicating they opt for Australian shares, cash and term deposits. The survey, released by financial advice firm Crestone Wealth Management, found 81 per cent held cash in their portfolio, alongside Australian shares (56.4 per cent) and direct residential property […]

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Investments

La Trobe unveils short-medium-term yield product

La Trobe yield product

La Trobe Financial has released a new product designed to improve investor yield in a low interest rate environment.

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ATO, Compliance & Regulation

ATO developing online trustee test

online SMSF trustee test

The ATO is developing a mandatory awareness program to help ensure SMSF trustees have a better understanding of their obligations before they begin running their own super fund.

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Superannuation, Tax

Super taxes won’t be reviewed

taxation of retirement benefits

The federal government has indicated the review it will conduct into the superannuation system will not examine the taxation of retirement benefits.

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Investments, Residential Property

Property development not about capital growth

Property development investments

Property development investments have the potential to produce positive returns regardless of their market cycle position, an investment expert says.

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ATO

Downsizer contributions get separate SAR treatment

downsizer contributions reporting

The 2019 SMSF annual return will contain a separate area for downsizer contributions reporting to the ATO by trustees who have used the concession after its introduction in 2018.

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Investments

ESG considerations can protect capital

ESG protecting capital

Trustees who take ESG issues into consideration as part of their investment decisions have a better chance of protecting their capital.

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