News

ETFs, Investments

SMSFs remain ETF pioneers

SMSFs continue to drive flows into new asset classes offered by exchange-traded funds even though they now represent a smaller amount of overall capital managed by these investment structures.

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Administration, Auditing

Audit caution more likely with unlisted assets

Recent court cases are likely to temper how auditors view unlisted assets inside an SMSF portfolio.

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Tax

CGT, franking credit changes to reduce share gains

Proposed changes to franking credit refunds and capital gains tax will reduce the long-term gains from equities for those already paying high rates of tax.

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Regulation, Superannuation

SMSFA rejects sector inquiry call

Sign reading caution as warning on use of corporate trustee stuctures in SMSFs

The Australian Council of Trade Unions’ call for an inquiry into SMSFs has been labelled totally unwarranted by the sector’s peak body.

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ETFs, Investments

Diversification driving SMSF ETF usage

A means of diversification is the top reason as to why SMSF trustees invest in exchange-traded funds, a new research report has indicated.

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Accounting, ATO, Documentation

Accountants should use peers for SMSF paperwork

Accountants should consider using their peers to produce financial statements for their own SMSFs to avoid raising flags with the ATO.

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Investments, Markets

Franking credits hit record levels

Strong market returns and special dividends have pushed franking credits to a record level.

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Investments, Markets

SMSFs under pressure to register for OTC activity

SMSFs using over-the-counter investment instruments have less than three weeks to secure a new fund identification code that will allow their continued use after 1 April.

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Investments, LICs

Metrics launches credit LIT

A listed investment trust has been launched offering an avenue to invest in private credit assets.

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Strategy, Tax

Allowance a more solid link to dependency

A sector expert has suggested the payment of an allowance as opposed to specific expenses is a more prudent method of establishing financial dependency and the associated favourable tax treatment in the event of an SMSF death benefit being paid.

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