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ATO should hold off on ‘unfair’ SMSF income rule, groups say

With Treasury currently considering amendments to provisions governing non-arm’s-length income and expenses (NALI/E), the SMSF Association and other professional bodies say the ATO should not rush a controversial tax determination about NALI and capital gains tax in SMSFs.

Lisa Uhlman | 16th Aug 2023 | More
Review author backs advice reform as ‘overwhelmingly good for consumers’

While she acknowledged some in the industry may be resistant to expanding the scope of who can provide advice, the principal architect of the Quality of Advice Review urged support for its adoption, saying her recommendations are good for advisers and, most importantly, for consumers.

Staff Writer | 28th Jul 2023 | More
  • Many absolute-return bond managers miss targets, but risk-takers outperform: Research

    Absolute-return bond strategies should perform even in down markets, but a Morningstar report shows most failed to meet their own performance targets in a rocky 2022. However, as an alternative to traditional fixed income, these strategies still provide the defensive correlation, the research firm argues.

    Staff Writer | 19th Jul 2023 | More
    Australian asset overweights leave SMSFs low on diversification: Analysts

    With new data showing offshore share investments comprise just 2 percent of total self-managed superannuation fund assets in Australia, advisers are warning SMSFs against overreliance on domestic shares and cash and urging diversification.

    Nicki Bourlioufas | 7th Jul 2023 | More
  • Art investment in SMSFs ‘not easily done’, but trustees backing their taste

    With almost $600 million worth of SMSF assets held in art – up 54 per cent since 2016 – the original alternative investment is seeing a significant resurgence in popularity.

    James Dunn | 23rd Jun 2023 | More
    $3M super cap to affect 1 in 3 SMSF advice clients: Investment Trends

    Approximately a third of SMSF holders under advice will be hurt by the new cap on discounted superannuation balances, the researcher says. A bump in the TBC cap will help some, but add to complexity for advisers.

    Tahn Sharpe | 16th Jun 2023 | More
    Sophisticated investor test draws scrutiny in financial services inquiry

    The test allows investors who can certify that they earn $250,000 a year or have more than $2.5 million in net assets to access higher-risk securities normally off-limits to individuals. But many say the test is confusing and outdated, and an independent statutory body has called for an update.

    Lisa Uhlman | 2nd Jun 2023 | More
    Super tax change on track despite pushback over unrealised gains, non-indexation

    While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed to inflation, future generations may be turned off from investing in their super, industry leaders say.

    Nicki Bourlioufas | 26th May 2023 | More
    ‘Setting a new standard’: Younger Australians expect earlier retirement, higher income

    Younger Australians expect to retire earlier, and earn more in retirement, than older generations even as they redefine the traditional path to retirement by taking more career breaks, new Vanguard research shows – and these ambitious expectations may not be “aligning to reality”.

    Tahn Sharpe | 12th May 2023 | More
  • Budget brings surplus and cost-of-living relief, but super tax provisions draw industry ire

    The federal government plans to use part of the $4.2 billion projected budget surplus to provide cost-of-living relief for Australian households and small businesses. It’s also moving forward with controversial plans to change tax concessions for the superannuation industry.

    Lisa Uhlman | 10th May 2023 | More
    After keeping their distance, SMSFs may be ready to bond with debt securities

    The bond market has never had great investment appeal for Australia’s self-managed superannuation funds, but with rising yields improving their proposition, some observers say the investment tide may be coming in for fixed interest.

    Nicholas Way | 5th May 2023 | More
    ASIC slams financial product issuers for bad marketing practices

    The regulator has issued 26 stop orders against 18 companies for failing to adequately target financial products to the appropriate market since the “design and distribution obligations” regime began, it said in an initial compliance review. And it warned that closer scrutiny is coming.

    Lisa Uhlman | 5th May 2023 | More