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

The SMSF trustee calendar

09-Jan-2018

There are a range of significant dates to acknowledge throughout a regular year for SMSF trustees. Olivia Long details how to plan for 2018. We all know just how time consuming being an SMSF trustee can be... Read More

Cryptocurrency fund launched

09-Jan-2018

A hedge fund industry veteran has partnered with ANZ’s former head of global markets to launch Australia’s first cryptocurrency-focused managed fund, which will give sophisticated investors exposure to em.. Read More

Sydney vacancy rate shows sharp rise

09-Jan-2018

The residential vacancy rate increased significantly in Sydney in November compared to other Australian capital cities, while the national residential vacancy rate rose only slightly to 2.2 per cent, according to SQM.. Read More

Economy shows trend growth

09-Jan-2018

Solid major trading partner growth and pending public infrastructure work will cushion the end of the most recent housing boom, while business investment is also poised to become a source of growth, Janus Henderson I.. Read More

Valuation due diligence a trustee duty

09-Jan-2018

Trustees must undertake reasonable steps to ensure an SMSF’s assets and investments can be valued fairly and objectively ahead of adding them to the fund, a technical expert has warned. “It’s a .. Read More

Pre-emptive strike on questionable strategies

08-Dec-2017

The ATO’s warning on risky retirement planning arrangements, made recently as part of its Super Scheme Smart initiative, was carried out to prevent SMSF trustees from falling foul of these arrangements bef.. Read More

Relaxed TBAR regime welcomed

08-Dec-2017

The SMSF community has expressed its approval of the announcement from the ATO as to what the rules governing total account balance reporting (TBAR) for superannuation funds will be. The regulator confirmed recen.. Read More

ETP market set to end year on record high

08-Dec-2017

Australia’s exchange-traded product (ETP) market is projected to finish the year at $35 billion in assets, with investors increasingly opting for low-cost exchange-traded funds (ETF), according to VanEck. D.. Read More

Change of trustee a negligence risk

08-Dec-2017

An SMSF change of trustee document could be a “time bomb” if not properly drafted by a lawyer, due to the numerous hurdles to overcome in order to ensure a valid removal and alteration. “It&rsqu.. Read More

Interest rate rises favour infrastructure

08-Dec-2017

The common investment view that infrastructure assets are bond proxies that will not perform well when interest rates rise is overly simplistic, according to RARE Infrastructure. The global listed infrastructure .. Read More