Draft laws amending reversionary TRIS treatment released

09-Mar-2018

The federal government has released exposure draft legislation allowing a reversionary transition-to-retirement income stream (TRIS) to automatically be transferred to an eligible dependent upon the death of the memb.. Read More

XTB ends 2017 on strong note

09-Feb-2018

Corporate bond investments provider XTB’s fixed-rate portfolios outperformed both the credit index and the comparative bond exchange-traded fund (ETF) market in 2017. The firm also said its funds under man.. Read More

Small-cap IPO rise hits fundraising

09-Feb-2018

The market has experienced a significant shift in the past two years towards more initial public offerings (IPO) comprised of small-cap companies, putting a dent on funds raised. The HLB Mann Judd “IPO Wat.. Read More

Pension strategy can optimise falling markets

09-Feb-2018

A superannuation specialist has suggested innovative pension strategies can allow SMSF trustees to use the super reform regulations to benefit from falling markets. Specifically, advisers who implement a stop-lo.. Read More

Vacancy rates jump in December

09-Feb-2018

National residency vacancy rates increased in most cities across Australia in December, with material increases recorded in Sydney, according to SQM Research. Data released by the research house revealed Perth&r.. Read More

Market concerns over ETFs unwarranted

09-Feb-2018

Accusations the exchange-traded fund (ETF) sector is creating an investment market bubble are unfounded and inaccurate, a financial services sector economist has said. “Obviously growth in ETFs around the w.. Read More

Outlook positive for global real estate

09-Feb-2018

The global real estate asset class delivered modestly positive returns in 2017 and similar results are expected for the next 12 months. “Generally, global real estate investment trusts are trading at a disc.. Read More

Crypto-fund open for investment

09-Feb-2018

Australian crypto-fund Apollo Capital has announced it is now open and accepting official investment applications. The fund, which began investing from 1 February, is an actively managed crypto-fund specialising.. Read More

Legitimate early release of super under review

09-Jan-2018

Revenue and Financial Services Minister Kelly O’Dwyer has announced Treasury will review the rules controlling the early release of superannuation on severe financial hardship and compassionate grounds. The.. Read More

Total super balance key TBAR timing factor

09-Jan-2018

The total super balance of the individual members of an SMSF is the determining factor of how often a particular fund will have to complete a transfer balance account report (TBAR), rather than the total super balanc.. Read More

Federal Court upholds in-house asset stance

09-Jan-2018

The Federal Court has ruled a situation where an SMSF invests in property through a sub-fund where that property is subsequently leased to a related party will still be captured by the existing in-house asset rules. .. Read More