News

Investments

Imputation ban to change investing behaviours

The federal opposition’s policy to scrap excess imputation credit refunds, if implemented, would likely reduce the after-tax returns from Australian shares and, in turn, result in SMSFs changing their investment approach and behaviours.

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Commercial Property

SMSFs flee shares for commercial property

A volatile share market, low returns on cash and the combination of high prices and low yields for residential property have resulted in SMSFs turning to commercial real estate in droves, a new report has found.

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Superannuation

Advisers must consider super proceeds trust

SMSF advisers may have overlooked superannuation proceeds trusts previously, but they now need to be mindful of the structure due to the super reforms that came into effect from 1 July 2017, according to an industry lawyer.

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Accounting

Anecdotal evidence of poor CGT advice

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A technical expert has expressed his concerns about the poor quality of advice some SMSF trustees have admitted to receiving with regard to the super reforms capital gains tax (CGT) relief provision.

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ETFs

SMSFs ahead of advisers on ETF use

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SMSFs have led the way in recognising the effectiveness of using exchange-traded funds (ETF) to diversify their portfolios and have embraced them more actively than advisers, an ETF executive said today.

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Regulation

Enforcement not panacea for all ills: ASIC

The Australian Securities and Investments Commission (ASIC) has warned investors about solely relying on the regulator’s enforcement powers to resolve issues of corporate misconduct.

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Investments

Retirees warned over fake income traps

Investors, particularly retirees, seeking income from their investments have been cautioned to be aware of fake income.

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Investments

Emerging markets equity: a relative bargain

Australian institutional investors are extremely familiar with investing in emerging markets and, particularly, the opportunities they provide at different times in investment cycles to outperform the global developed or Australian markets.

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Business News

SMSF adviser managed account use strong

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Advisers are continuing to see the advantages and benefits of managed accounts for their clients, including those advisers with SMSF clients, new research has found.

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ETFs

SMSF ETF use grows exponentially

The percentage of SMSFs using exchange-traded funds (ETF) has more than doubled over the past five years, while total assets invested in ETFs by SMSFs have quadrupled, according to a new Class report.

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