News

Superannuation, Tax

Actions outside SMSF can impose NALI burden

SMSF NALI

SMSFs need to be careful about non-arm’s-length actions outside the fund, which can still create a later NALI burden inside the fund.

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Investments, Retirement

Allianz Retire+ adds retirement portfolio tool

Allianz Retire+ retirement income

Allianz Retire+ has added a portfolio modelling tool to its retirement income product to predict a range of outcomes for those invested in it.

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ATO, Investments

ATO sets high investment strategy standard

SMSF investment strategy

The ATO’s expectations as to what should be contained in an SMSF investment strategy exceed the law, according to a specialist auditor.

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Documentation

Bushfires spotlight documentation issues

Bushfires SMSF documentation

Actions to remedy lost or destroyed SMSF documentation have come to the fore as a result of the recent bushfires and floods across the nation, according to a technical expert.

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Financial Planning

Reforms putting pressure on cost of advice

reforms cost of advice

Ongoing reforms from the Hayne royal commission will increase the cost of advice and reduce the time in which financial planners can provide it, according to the FPA.

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ETFs

New ETF unlocks NYSE top 10 growth stocks

ETF FANG+ index

ETF Securities has launched a new ETF giving Australians the opportunity to invest in the 10 most highly traded growth stocks in the world.

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Appointments

Class appoints new tech officer

Class technology officer

Class has announced its first new appointment since the completion of its recent NowInfinity acquisition.

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Appointments

SuperConcepts names new chair

SuperConcepts board chair

SuperConcepts has named a former ATO superannuation assistant deputy commissioner as the new independent chair of its board.

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ATO, Superannuation

NCC breaches on ATO radar

Deliberate NCC breaches

Calculated efforts to game the non-concessional contributions (NCC) cap to reduce tax are known to the ATO, which will consider them as tax evasion.

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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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