News

Investments

How can SMSFs better manage risk in equity investments?

The market selldown and subsequent increased volatility in early February was an unwelcome but necessary reminder for SMSF trustees and members that downturns are a fundamental part of investing.

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Business News

Charter Hall partners with education platform

Charter Hall Direct has partnered with independent investment information platform Informed Investor to provide educational content.

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Business News

Labor policy carveout adds complexity

The federal opposition’s intention to spare SMSFs that have at least one age pensioner from its plans to scrap cash payments for excess franking credits adds further complexity and confusion for retirees.

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Accounting

SMSF accounting advice falls short: panel

Two people at a desk.

A panel of consumers has criticised the quality of advice they received from the accounting community with regard to establishing an SMSF, as well as the assistance given in running this type of fund.

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Business News

Online broker launches SMSF account

Online broker Stake’s SMSF accounts have gone live, with Australian investors now able to trade through their SMSF on the platform.

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Practice Management

Technology allows super reform efficiency

The implementation of specialised SMSF administration software allowed for more efficient servicing of clients with regard to determining the implications of the super reforms, an accounting firm partner has said.

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Business News

Mclowd partners with Super Plus

SMSF software and practitioner marketplace Mclowd has announced Brisbane-based administration firm Super Plus is migrating clients to the platform as part of a five-year agreement.

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Regulation

Imputation refund plan a wake-up call

The federal opposition’s proposal to end cash refunds for excess dividend imputation credits should ring alarm bells for SMSFs about the risks of home bias in investment portfolios.

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Superannuation

Return to straightforward super: tax body

The Tax Institute has said it is fundamental to get back to a simpler superannuation system and try to avoid any further tinkering to the system in the short to medium term.

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Regulation

Labor policy backflip creates complexity

Someone looks through a magnifying glass at a document.

The Labor Party’s policy shift to exempt people receiving the age pension from its changes to refundable franking credits will create a two-tiered treatment of SMSF members who access the pension in retirement.

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