News

Listed access to Nasdaq-100 imminent

September 8, 2022

A listed managed fund is set to be launched this month giving investors access to the Nasdaq-100 index but with a reduced level of volatility.

read more

NALI/NALE

Unit trust intricacy a NALI issue

September 7, 2022

Darin Tyson-Chan

SMSF investments in fixed unit trusts may not be able to avoid the non-arm’s-length income provisions due to the underlying assets involved.

read more

ATO

New year establishment backlog

September 7, 2022

Darin Tyson-Chan

The processing of applications to establish SMSFs at the start of the 2023 income year is taking significantly longer than usual.

read more

Contributions

Recontribution strategies good for pensioners

September 7, 2022

Jason Spits

SMSF members drawing a pension can still use recontribution strategies to reduce tax within their fund and for future beneficiaries.

read more

Pensions, Regulation

SMSFA outlines key changes for govt

September 7, 2022

Jason Spits

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce.

read more

Investments, Superannuation

New investment structure danger

September 6, 2022

Darin Tyson-Chan

A new investment vehicle has sparked concerns over compliance issues it may cause SMSFs due to its lack of transparency.

read more

SuperStream

Rollovers no longer in members’ hands

September 6, 2022

Jason Spits

The introduction of SuperStream means SMSF members should no longer trigger their own rollovers but seek help from an SMSF practitioner or administrator.

read more

Accounting

Asset valuation date fluid in split

September 6, 2022

Jason Spits

SMSF members have some leeway in deciding when to value an asset that will be split as part of a divorce and are not locked into the splitting order date.

read more

Retirement