News

Investments

Research house launches index fund ratings

Zenith index fund ratings

Zenith Investment Partners has launched new rating framework for index funds after it found increased demand for a quality rating solution in the industry.

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Compliance, Superannuation

New trustee duty muddies compliance

Best financial interest SMSF

The trustees duty amendment to the Your Future, Your Super will make SMSF compliance more difficult with investments in certain conventional asset classes.

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ATO, Contributions, Strategy

Reserving process key to avoiding ATO scrutiny

contribution reserving strategies

Contribution reserving strategies have been given the green light by the ATO, but correct processes remain central to avoiding compliance action.

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ETFs, LICs

Monash converts Australian equities LIC

Monash LIC ETMF

Monash Investors has restructured its Australian equities listed investment company into an exchange-traded managed fund.

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Cryptocurrency

Cryptocurrency still an investment only

cryptocurrency superannuation

Cryptocurrency is still classified only as an investment, and not a currency, for superannuation purposes limiting it use within those funds.

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Compliance, Documentation

Trust deeds are extension of the law

SMSF trust deeds

The SMSF trust deed must be seen by trustees and their advisers as an extension of superannuation law and adhered to at all times.

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Insurance, Superannuation

Cancel life cover before starting fund wind-up

SMSF life insurance

SMSFs holding life insurance policies should cancel them before starting the wind-up process to ensure the fund is not incorrectly viewed as active.

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ATO, Insurance

Prior insurance vital for collectables

collectable assets

Trustees who invest in collectable and personal-use assets inside an SMSF are being advised by the ATO to consider insurance before purchasing the asset.

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Contributions, Strategy

Combined contribution strategy tax bonus

contributions reserving strategy

Combining carry-forward concessional contributions with the reserving strategy can result in a favourable tax outcome for SMSFs.

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Contributions, Superannuation

Budget to amplify contribution errors

contribution errors work test

The government’s decision to remove the work test will have significant implications for contribution errors made subsequent to the measure’s introduction.

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