News

Investments

Single digit equity returns a realistic expectation

single digit equity returns

Single digit returns are what investors can realistically expect from their shareholdings in the coming year, a global fund manager has said.

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Strategy

Unused concessional cap a reserve elimination tool

unused concessional cap reserve

A technical expert has advised rules that allow individuals to carry forward their unused concessional contributions cap for five years if their total super balance is below $500,000 can help to get rid of SMSF reserves.

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Commercial Property

Stronghold launches its first open-ended fund

Commercial property fund stronghold

Specialist commercial property manager Stronghold Investment Management launched its first open ended fund offering yesterday designed to provide capital protection and income returns for SMSF investors.

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ATO, Documentation

ATO toughens annual return lodgement stance

SMSF annual return lodgment

Late lodgments of SMSF annual returns from 1 October will impact on funds’ complying status, the ATO has warned.

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Residential Property

Residential property listings slide continues

Residential property listings september

The number of national residential property listings in September dropped significantly, while average asking prices for houses across capital cities rose, the latest research reveals.

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ATO, Pensions

ECPI discretion success has common factors

ECPI ATO discretion

A successful application for ATO discretion to claim exempt current pension income usually involves some common elements, a technical manager has said.

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Investments

Colchester fund gets ‘recommended’ rating

colchester zenith rating

Research house Zenith has awarded the Colchester Emerging Markets Bond Fund a ‘recommended’ rating.

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ATO, Investments, Superannuation

ATO to scrutinise investment strategies

ATO SMSFs investment strategy

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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ATO, Compliance & Regulation

NALI trustee services directive to come

NALI personal capacity

The treatment of services provided in a personal capacity to an SMSF in relation to the non-arm’s-length income rules require more clarity, according to a senior technical services executive.

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Commercial Property, Residential Property

TBC has business real property implications

transfer balance cap property

Holding business real property inside an SMSF may not be as advantageous as previously perceived prior to the implementation of the super reforms.

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