News

ATO

No TBC indexation in 2020

Transfer balance cap indexation

The ATO has announced indexation of the general TBC will not go ahead in July and also reminded trustees investing in property of their GST obligations.

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Investments, Listed Property

Bushfires will affect SMSF property values

SMSF properties valuations

SMSF trustees with properties in fire-affected areas can expect their property valuations to be hit, an SMSF expert says.

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Investments

Millennials key to future structural growth

Investment structural growth

Investors should look at trends driven by millennials as a guide to where investment market structural growth might be found in the future, a fund manager has said.

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Investments, Listed Property

Rates will be lower for longer

Interest rates

Interest rates are unlikely to reach higher levels for some time, but the housing sector will benefit from the current conditions.

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Retirement

Retirees may need drawdown revision

Superannuation pension drawdown

Anticipated lower returns over the coming 10 years could force some retirees to revise their superannuation pension drawdown strategy, a mid-tier accounting firm partner has said.

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ETFs

VanEck launches first active ETF

VanEck first active ETF

VanEck will focus on the emerging market bond sector as a source of income for the launch of its first active ETF in Australia.

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Investments

Cash holdings not worthless

Holding cash value

The value of holding cash in certain circumstances should not be underestimated, a global fund manager has said.

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Infrastructure

Govt support driving infrastructure growth

infrastructure growth

Government support for the development of infrastructure projects will continue to drive growth in the sector and returns for investors.

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ATO, Superannuation

ATO to examine collectables

ATO lifestyle assets

The ATO will use its data matching powers to check if SMSFs are using high value assets for personal use in breach of the law.

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Compliance & Regulation

TBC indexation determined in January

Transfer balance cap indexation

Superannuants will know in late January whether indexation will be applied to the transfer balance cap from 1 July 2020.

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