News

Estate Planning

Super rules require estate plan strategies

In the new world of superannuation starting on 1 July, a well-thought-out estate plan must consider key strategy options for trustees and members of an SMSF, according to an industry executive.

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Strategy

Supplementing super more important than ever

The changes to super announced in last year’s federal budget are almost upon us. And while many Australians will not be significantly affected, SMSFs and individuals with larger super balances are likely to feel the negative effects from 1 July.

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ATO

ATO clarifies pension commutation rules

The ATO has issued Practical Compliance Guideline (PCG) 2017/5 demonstrating the approach it will take in regard to the commutation of pensions for the 2017 financial year in an effort to comply with the newly imposed $1.6 million transfer balance cap.

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Regulation

Draft LRBA legislation released

Treasury has released draft legislation indicating how SMSF assets being held under a limited recourse borrowing arrangement (LRBA) will be included against a member’s total superannuation balance.

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Business News

Capacity constraints hit local market-neutral funds

The ability for investors to make a portfolio allocation to managed funds offering market-neutral strategies is reducing, according to Zenith Investment Partners.

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Infrastructure

Global listed infrastructure not just bond proxy

By Sovereign yields around the world are climbing on the back of rising inflation expectations and recent political events, but higher interest rates do not correlate to lower returns for infrastructure stocks, according to an AMP Capital white paper.

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Business News

Shorten’s LRBA ban for SMSFs “ill-conceived”

Opposition leader Bill Shorten’s suggestion that a ban on the use of direct borrowing by SMSFs should be revisited to help cool an overheated housing market has been labelled a poor attempt to attack the sector as statistics show no link to systemic risks.

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Documentation

Reversionary terms not properly documented

Many existing SMSF trust deeds may not include clearly stipulated terms required for funds to properly deal with reversionary pensions under the incoming superannuation rules, according to a technical expert.

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Business News

Global disruption fund achieves four-star rating

The Loftus Peak Global Disruption Fund, covering listed global equities on major stock exchanges, has been awarded a four-star superior investment-grade rating following an independent review by SQM Research.

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Strategy

Expectation management fundamental to adviser’s role

Delivering on client expectations in regard to portfolio construction and investment diversification is the key objective SMSF advisers are looking to achieve, whether through traditional face-to-face advice or via the emerging online automated model.

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