News

Appointments

Slattery ends 16 year link with SMSF Association

Andrea Slattery

The co-founder and inaugural chief executive of the SMSF Association has ended her 16 year connection with the body, resigning as a non-executive director.

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Superannuation, Tax

Franking credit policy a saving disincentive

A red and white sign reading wrong way seen over shoulder of a man

Labor’s proposed policy to disallow franking credit refunds to certain retirees will act as a disincentive to save, according to the SMSF Association.

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ATO, Tax

Pushback begins on deduction limit for tax affairs

Efforts by the ATO to limit deductions by SMSF trustees for managing their tax affairs are meeting early resistance and should be overturned, according to a specialist SMSF adviser.

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Investments, Platforms

Clime makes first retail play via OpenInvest

Clime Investment Management will enter the retail market for the first time by offering four funds through the OpenInvest platform.

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Superannuation, Tax

Franking credit data set questioned

Small notes with When, What and Question Marks written on them

Data used to project the cost of the removal of franking credit refunds has been questioned with concerns that it failed to include the impact of the transfer balance cap.

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ETFs, Investments

Vanguard goes to market with new ETF

A new active exchange-traded fund has been released to market offering investors access to a diversified portfolio of international equities.

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Pensions, Property

Retirement lender secures home equity funding

Household Capital has announced a $100 million home equity funding facility for retirees in conjunction with an industry fund-owned bank.

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Superannuation, Tax

Franking credits recommendation retains tax balance

Women pushing smiley face on screen to make it green with approval

SuperConcepts has also welcomed a recommendation to retain refundable franking credits claiming it would retain the zero tax rate for those who pay no tax.

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Strategy, Superannuation

Easing of contribution rules can be powerful

A policy specialist has identified that maximising the ability for 66 and 67 year olds to use the non-concessional contribution bring forward rule could result in a significant boost to these people’s retirement savings.

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Superannuation, Tax

Franking credit removal is highly discriminatory

The head of boutique investment manager has labelled the removal of franking credit refunds for SMSFs as a highly discriminatory move.

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