News

Tax

CGT relief errors not dire

Capital gains tax relief

Errors made at the time an SMSF elected to use the capital gains tax provisions can now be corrected, a technical expert has said.

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Accounting, Financial Planning

Good traction for advice JV model

advice accounting joint venture

Advice licensee Crescere’s joint venture offering to accounting practices is proving successful with a number of firms in major citites signing on.

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Property

Property allocation deserves another look

property asset allocation

Fractional investing offers individuals looking to invest in property a more flexible means of expanding their allocation to this asset class.

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Strategy, Superannuation

SMSF intergenerational wealth purpose to rise

SMSFs intergenerational wealth

Over the next 10 years, SMSFs will increasingly be used an intergenerational wealth accumulation vehicles, a leading actuary has said.

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Tax

TPB warns lax agents on obligation failures

TPB ATO debt

The TPB has called on tax agents, including those in the SMSF sector, to disclose any failures to pay debts or lodge documents with the ATO if they want to avoid facing an ethics breach.

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Superannuation

Super risks deterring contributions

Superannuation risks deterring contributions

Legislative risks in relation to super may be deterring younger people from topping up their balances during the current low interest rate environment.

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ATO, Compliance

ATO flags trustee eligibility concerns

ATO SMSF trustees eligibility

The ATO has reminded potential SMSF trustees and directors of SMSF corporate trustees about their eligibility obligations.

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ETFs

BetaShares unveils tech-specific ETF

Betashares technology ETF

BetaShares has launched a new ETF aimed at tracking the ASX All Technology Index.

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Administration, ATO

Real-time data case not strong

ATO real-time data SMSF

The high number of non-lodgers of SMSF annual returns has been noted as a key area impeding the rollout of real-time reporting, according to the ATO.

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Estate Planning

Language paramount in estate planning

Estate planning language

A legal specialist has warned financial advisers need to give just as much consideration to language as they do figures when providing estate planning advice.

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