News

Pensions

New market-linked pension guidance issued

pension debit guidance

The ATO has released guidance intended to help funds navigate the new TBA debit calculation for commutations of market-linked pensions, which was passed as law in June.

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Investments

High inflation not gold success measure

gold inflation

Individuals should look beyond inflation when deciding to invest in gold as the two are not always linked, a wealth manager has said.

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Investments

Uncertainty remains despite recent uptick

market uncertainty

Investment markets are still plagued by a number of long-term uncertainties that will not be quickly resolved, an Australian investment manager has said.

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Auditing

Audit rules to drive fund moves

SMSF auditor standards

New independence requirements for SMSF auditors will drive hundreds of thousands of funds to seek a new auditor as the ATO seeks greater separation of services.

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Documentation

Copies may not prove sufficient deed history

SMSF trust deed

Having original documents may be the only acceptable way of proving SMSF trust deed variations have been properly executed, a specialist lawyer has said.

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Residential Property

DomaCom gets downsizer approval

DomaCom downsizer

An ATO Administrative Binding Advice ruling obtained by DomaCom means individuals will be able to make downsizer contributions from the partial sale of a residence.

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Superannuation

Adequate super amount overestimated

comfortable retirement

Individuals tend to overestimate the level of savings they need to fund a comfortable retirement, a senior financial adviser has said.

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Commercial Property

COVID-19 to have mild office space impact

office property

The COVID-19-induced practice of working from home is unlikely to impact the office space segment of the commercial property market, a global investment manager has said.

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Investments

Long-term investing view still needed

Long-term investing

Investors should take a long-term view rather than rely too heavily on the short-term earnings provided by some companies as a result of the COVID-19 pandemic, an investment manager says.

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Estate Planning

Funerals should be funded outside SMSF

SMSF funeral

SMSF trustees should allocate funds to funeral expenses but hold them externally so they can be accessed quickly in the event of their death.

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