News

ATO, Auditing, Valuations

Check valuation challenge assumptions

Trustees can push back against an ATO challenge to the valuation of an asset, but should be able to prove why they believe the regulator is wrong.

Trustees can push back against an ATO challenge to the valuation of an asset, but should be able to prove why they believe the regulator is wrong.

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SMSF, Trusts

Ensure trustee company status maintained

The difficulty in reinstating a deregistered trustee company increases where a director is absent and can be avoided by an annual review.

The difficulty in reinstating a deregistered trustee company increases where a director is absent and can be avoided by an annual review.

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ETFs, Investments

New partnership launches ETF suite

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

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Property, Technology, Valuations

AI likely fine for property valuations

As long as the compliance rules are properly followed, there is no reason why AI platforms cannot be used in the valuation of SMSF assets.

As long as the compliance rules are properly followed, there is no reason why AI platforms cannot be used in the valuation of SMSF assets.

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Contributions

NCC increases reopen bring forwards

The increases in the non-concessional contribution caps will require advisers to more frequently review whether clients can use bring-forward strategies.

The increases in the non-concessional contribution caps will require advisers to more frequently review whether clients can use bring-forward strategies.

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Retirement, Superannuation

Correct release conditions critical

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

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Investments, Technology

Hub24 creates new reporting solution

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

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Contributions, Property

In-specie contribution reserving valid

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

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Investments

More SMSF interest for private credit

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

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ATO, Compliance

Education directive process confirmed

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

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