Legitimate early release of super under review


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

SMSF trustees: what is your time worth?


With a $700 billion market in Australia and close to 600,000 funds in operation, for many, running an SMSF makes sense. However, maintaining an SMSF can be time consuming, with trustees dedicating an average of 10 ho.. Read More

New commercial property fund from Spire


Independent boutique fund manager Spire Capital has announced plans to launch a United States commercial office fund in the Australian investor market. The managed fund will be offered in conjunction with Spire C.. Read More

ATO scrutinising all unit trust investments


The ATO is in the process of examining all SMSF investments in unit trusts as part of its compliance activities regarding related-party transactions, a technical expert has revealed. “The related-party tran.. Read More

Spheria unveils small and micro-cap LIC


Spheria Asset Management has launched a listed investment company (LIC), Spheria Emerging Companies Limited, to provide investors with access to small and micro-cap stocks in the Australian and New Zealand listed equ.. Read More

Residential vacancy rates level off


The latest statistics published by investment research house SQM Research showed vacancy rates for residential properties around the country remained steady at 2.2 per cent in September. The actual number of vaca.. Read More

ATO to focus on asset valuation scrutiny


The ATO has confirmed it will be examining SMSF asset valuations very closely in the immediate term due to the critical nature of these practices in regard to newly introduced elements such as the transfer balance ca.. Read More

Death benefit tax issues need more attention


The inability to roll over the portion of death benefit pensions that exceed a surviving member’s transfer balance cap (TBC) under the new super reforms means SMSF trustees must scrutinise the tax implications .. Read More

Residential vacancy rates continue to slide


The latest residential property data released by SQM Research has shown vacancy rates dropped across the country in August. Overall, the national vacancy rate for August was 2.2 per cent, down slightly from July&.. Read More

SMSF investors must increase focus on outcomes


SMSF trustees and fund managers alike need to pay more attention to the investment outcomes they are trying to achieve and not be distracted by the underlying elements being used to achieve the result, a global inves.. Read More

Double-up makes two-SMSF strategy questionable


The necessity to replicate standard process makes the strategy of holding two SMSFs to comply with the new super reforms one that trustees must consider carefully before implementation, according to a specialist educ.. Read More

Video: TBAR and ATO requirements

Requirements for the transfer balance account reporting ..View more

Video: Fractional property investment

A different avenue to access residential properties...View more