News

Accounting

New active funds align with trustee control

Vanguard Australia’s recently launched low-cost active funds in the local market are expected to resonate well with SMSF trustees’ need for greater control over their investments.

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Superannuation

A little trust can pay big dividend in super

The Australian superannuation system has many fine qualities, but if you were asked to rate it on the basis of trust – on a score of 1 to 10 – what would you give it?

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Accounting

Investment tool includes latest super changes

Online investment modelling platform provider Optimo Financial has enhanced its mathematical strategic investment modelling tool, Pathfinder, to incorporate the new superannuation legislation passed by Parliament in November last year.

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ETFs

SMSFs targeting specific exposures

Despite the Australian exchange-traded fund (ETF) sector’s slow start to the year, SMSF investors are on the hunt for unique exposures within traditional asset classes and are also showing a preference for rules-based ETFs, according to State Street Global Advisors (SSGA).

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Auditing

Active disclosure prevents intervention

SMSF trustees must take a more proactive role in working collaboratively with their auditors and the ATO to resolve regulatory issues earlier and in a more timely fashion, according to the ATO.

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Investments

Industry optimistic on property

The latest research into the property market has shown professional practitioners are very positive about the outlook and overall business conditions for the sector for 2017.

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Regulation

Reinstate CC cap for over-50s: IPA

The Institute of Public Accountants (IPA) has called for the restoration of the superannuation concessional contribution (CC) cap for those over 50 to $35,000 and reminded the federal government the Henry tax review recommended a higher cap.

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ATO

Collaboration key to navigating super changes

Fostering greater collaboration between the ATO and industry bodies, such as the SMSF Association, to help navigate the incoming super measures is essential to building fund members’ trust in the system and ensuring the changes are successfully implemented.

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Investments

Direct options for trustees running out

SMSF trustees may be running out of “investable assets” on the Australian Securities Exchange (ASX) that they feel comfortable investing in directly, with the ASX saying it is an issue that must be addressed.

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Estate Planning

No plan for member deaths precarious

SMSFs that do not consider what happens if a member passes away will face numerous challenges in the fund’s wind-up, according to a superannuation technical expert.

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