News

Investments, Technology

OpenInvest partners with advice firm

OpenInvest Peak

OpenInvest has joined with an advice firm working with high net worth clients to offer online investments to those still building their wealth.

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Downsizer

Downsizer consequences need noting

downsizer SMSF trustees

A range of issues need consideration by trustees if they qualify to make downsizer contributions once the reduction in the qualifying age is implemented.

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Pensions, Superannuation

TBC Indexation highly likely

TBC indexation

The budget has flagged ongoing high levels of inflation will continue into 2023 and will drive the transfer balance cap up to $1.9 million.

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Retirement

Budget should prompt CSHC reassessment

Budget CSHC

Budget changes to the income threshold for the Commonwealth Seniors Health Card may allow more self-funded retirees access to it.

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ETFs

Vanguard improves ETF offering

Vanguard ETF fees

Vanguard has upgraded its ETF offering by dropping certain fees and will soon release an automatic investment capability to this business arm.

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Trusts

13.22C trust rules easy to breach

13.22c trust rules

Advisers must be aware circumstances such as an overdrawn bank account can cause a contravention of the SIS regulation 13.22C trust rules.

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Pensions

Use current laws to release legacy pensions

laws legacy pensions

The lack of action in regards to an amnesty for legacy pensions may require SMSF members to use current laws allowing for an exit from market-linked pensions.

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Accounting

Focus on caps, thresholds post budget

caps thresholds budget

The May 2023 budget will now become the focus for key changes for the SMSF sector after the October budget did not address them.

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Auditing, Technology

Auditors can rely on quality data feeds

auditors data feeds

Data feeds can be a reliable source of information for SMSF audits as long as the quality of the information exchange is of the highest level.

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Crypto Assets

Digital asset title not an issue

SMSF digital assets

SMSFs can hold digital assets regardless of the title registration conditions governing the jurisdiction where the asset has been generated.

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