News : Investments

Investments, Property

Gearing rules can be subjective

Bluestone Richard Chesworth Borrowing SMSF Self-managed superannuation property

Practitioners and trustees must be conscious of the subjective nature of the gearing rules when looking to borrow to perform work on an SMSF property.

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ATO, Business News, Investments, SMSF, Superannuation

Investment strategy approach getting better

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

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Investments, Legislation, SMSF, Superannuation

Proper CSLR process possibly omitted

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

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Investments

Replace hybrid bonds with private credit

SMSFs looking for an alternative after the planned phasing out of bank hybrid bonds should look to the private credit sector, which provides similar returns and is growing strongly.

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Investments

Centrepoint unveils super, investment platform

Centrepoint Alliance has released a new platform offering superannuation and investment options under a range of structures backed by digital transactions and reporting.

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Accounting, Investments

Concerns over accountant certificate penalties

SMSF Association Chartered Accountants Australia and New Zealand CPA Australia Institute of Public Accountants accountants' certificates wholesale investor test

A coalition of industry bodies has rejected a proposal for penalties on the negligent issuance of accountants’ certificates and reiterated its call for their removal altogether.

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Investments, SMSF

Integro unlocking private markets for SMSFs

Integro Private Wealth private markets SMSF Fund-of-funds Self-managed superannuation Tim Sullivan

A fund manager is providing SMSF members with additional avenues allowing them to access investment opportunities in global private markets.

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Investments, Legislation, Tax

Share volatility exposes Div 296 severity

Division 296 tax Total superannuation balance Equities SMSF Self-managed superannuation Unrealised capital gains

The Division 296 tax could lead to particularly unfair outcomes in situations where SMSFs hold certain equities that experience significant fluctuations.

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ESG, ETFs, Investments

Betashares releases ESG-focused bond ETF

Betashares Ethical Australian Composite Bond ETF ETF Exchange-traded fund ESG

Betashares has launched a new ETF for investors aiming to incorporate ESG credentials into their portfolios while seeking stable returns.

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