News

Compliance, Regulation, Superannuation

No issue in NALI measure becoming law

The federal government’s non-arm’s-length income (NALI) measure under its Superannuation Taxation Integrity Measures is reasonably non-controversial from a legislative perspective and will become law, according to an SMSF expert.

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Investments

Investing fundamentals vital for P2P

Investors must have a greater focus on investment fundamentals when it comes to peer-to-peer (P2P) investing, now the recent hype over the sector has settled down, an industry executive has said.

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Investments, Strategy

The risk of buying just one tech stock

The problem with growth stocks is they’re only good if they keep on growing. When they stop growing, they turn into risky investments. Just ask investors in one of the best growth stocks of all time: Facebook.

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ATO, Retirement, Superannuation

ATO rectifies market-linked pension anomaly

The ATO has announced a common-sense solution to the unintended consequences of its treatment of situations where a market-linked pension has been commuted and subsequently restarted in relation to an individual’s transfer balance cap.

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Education, Regulation

Advisers monitoring peers akin to whistleblowing

The Financial Adviser Standards and Ethics Authority’s (FASEA) proposal in its code of ethics for advisers to proactively hold each other to account is akin to whistleblowing, according to wealthdigital.

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Auditing, Investments

Court case highlights auditor liability risk

The New South Wales Court of Appeal’s recent decision to overturn the decision of a trial judge and finding an SMSF auditor liable to pay damages for losses incurred by the SMSF illustrates the importance of auditors adhering to their obligations, a lawyer has warned.

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Investments

Hub24 core offer applicable to SMSFs

Adviser investment platform Hub24 has revealed its core solution to be launched soon for clients with lower average balances will appeal to SMSFs due to its flexible nature.

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ASIC, Regulation

ASIC gets enforcement funding boost

The federal government has announced a further $70.1 million in funding for the Australian Securities and Investments Commission (ASIC) to boost its enforcement capability.

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Retirement, Strategy, Superannuation

SMSFs need bonds – why portfolio allocation should change as you age

Portfolio allocation needs change over time. Do you still need a big house for your children? Do you want to move to be closer to family? Has your spending declined or increased? Have your retirement goals changed?

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Superannuation

WAM fights banning of franking credit refunds

Fund manager Wilson Asset Management has started a petition enlisting the support of its clients and any other interested investors to rally against the Labor Party’s proposal to make certain Australians ineligible for imputation credit refunds. Speaking at the 2018 Australian Investors Association National Conference on the Gold Coast last week, Wilson Asset Management lead […]

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