News

Superannuation

Optimal SMSF performance threshold defined

The latest joint research from SuperConcepts and the University of Adelaide’s International Centre for Financial Services has determined the SMSF asset balance at which investment returns generated significantly improve for members.

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Commercial Property

Commercial property good for diversification

Trustees should consider greater allocations to unlisted commercial property in SMSF portfolios for better diversification and returns, according to a manager for the asset class.

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Regulation

Advisers must note asset segregation rules

Advisers need to be aware of the two dimensional nature of the asset segregation rules to understand this type of arrangement can still exist in an SMSF even after the implementation on 1 July of the new legislation governing the superannuation system, an industry educator has said.

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Superannuation

Shadow shop supported in the main

The Australian Securities and Investments Commission’s (ASIC) announcement at last month’s SMSF Association National Conference that it will be conducting a shadow shopping exercise on SMSF advice has been met with a mixed reaction from sector practitioners.

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ATO

Fixed trust structures require examination

Professional advisers will need to be on the lookout for issues surrounding fixed trusts and also question when they are required following the ATO signalling its interest in the area, a specialist law firm has warned.

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Superannuation

SMSFA, FSC to tackle women’s super issues

The SMSF Association and Financial Services Council (FSC) are joining forces for a conference that will explore why women retire with substantially lower superannuation balances than men.

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ETFs

Diversification driving SMSF ETF use

Diversification is the primary reason for SMSF investors’ use of exchange-traded funds (ETF), a new study has found.

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ATO

Compensation for ATO outage possible

Tax agents and practitioners affected by last year’s prolonged ATO online outages could take further action to possibly obtain compensation for the adverse impacts on business productivity and damage to client relationships.

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Compliance

Compliance confusion may spark legal issues

Exactly whose responsibility it is to inform clients about compliance issues in relation to the new superannuation legislation remains unclear and may lead to legal issues for SMSF practitioners, according to an industry lawyer.

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Business News

DomaCom effective in MA structure

Fractional property investment platform DomaCom has successfully completed its first property acquisition for an advisory group through managed account provider, managedaccounts.com.au, demonstrating an access advantage for advisory groups.

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