News

Compliance, Investments

Investment strategies doing bare minimum for SMSFs

SMSF investment strategies compliance

Investment strategies are being used to meet compliance hurdles and not fund member outcomes, despite clear guidance being provided on their use.

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Compliance, FASEA

Govt progresses new adviser disciplinary body

new adviser disciplinary body

Advisers will fall under a new single body tasked with their registration and discipline as the government pushes further ahead with its responses to last year’s royal commission.

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FASEA

Industry bodies make code monitoring solution submission

FASEA code monitoring

The six associations making up Code Monitoring Australia have made a submission to the Australian Securities and Investments Commission to establish a service to monitor and enforce the Financial Adviser Standards and Ethics Authority code of ethics program.

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Administration, ATO

Advisers warned to hold off on servicing own funds

SMSF non-arm's length income

SMSF advisers should wait for clarification as to whether managing their own fund’s affairs will be captured by changes to the non-arm’s length income regime.

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Commercial Property

Commercial property still a win for SMSF investors

commercial property SMSF investors

Commercial property will remain a good option for investors seeking a balanced investment strategy despite improved prospects within the residential property market, a specialist property lender says.

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Investments, LICs

Plato offer to meet demand for dividend payments

Plato Investments listed investment company

Plato Investments has opened a new entitlement offer in its listed investment company to offset decreasing income from cash and fixed interest.

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Appointments

SMSF Association to seek new head of policy

SMSF Association head of policy Jordan George

The SMSF Association will begin the search for a new head of policy to replace Jordan George who will leave before the end of August.

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Administration, ATO, Pensions

ATO guidance needed on transitional TBA confusion

transitional TBA confusion

A lack of understanding about the TBA reporting requirements has resulted in pensions being double counted and members being unnecessarily penalised, an SMSF expert has claimed.

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Documentation, Property

Poor asset valuations not considering all factors

SMSF asset valuations

The source of asset valuations needs to be carefully considered with some providers overlooking key factors which may be later examined by the ATO.

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Superannuation

SMSF practices with high fund numbers lead market

Small medium-sized SMSF practices funds

Small and medium-sized SMSF practices are the dominant advice providers, servicing more than half of the funds administered by one service provider.

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