News

ATO, Documentation

Missing details most common SAR error

SMSF annual returns errors

Missing bank and auditor details have been identified as common errors made by SMSF trustees lodging annual returns, according to the ATO.

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Retirement

Govt has ignored self-funded retirees

self-funded retirees

Self-funded retirees have been overlooked since the election, particularly in the low interest environment that has emerged in the past year.

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Investments

US economy strength not matched by equities

US economy stock market

The US economy is expected to strengthen, but this will not mean the US stock market will outperform other international markets.

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ETFs

Cloud-focused ETF from BetaShares

betashares cloud ETF

The ongoing expansion of cloud computing has prompted BetaShares to launch a new ETF focused on the sector for Australian investors.

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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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