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

Global equities managers underperform benchmark

22-Dec-2014

While active international share fund managers generated strong returns over the three years to 30 September this year, they did not do as well as the benchmark used to measure their relative performance, according t.. Read More

From the editor: No real concerns from FSI

22-Dec-2014

David Murray’s Financial System Inquiry (FSI) has now handed down its report – one that thankfully did not contain any drastic recommendations regarding the SMSF sector. About the only recommendation.. Read More

Value of residential properties to keep rising

28-Nov-2014

Property investment specialist Future Estate has predicted domestic house prices will continue to increase on the back of several influencing factors, including improved loan affordability, solid economic fundamental.. Read More

Choice between active, passive unnecessary

28-Nov-2014

When assessing the use of fund managers, investors should not look at the choice between active and passive management as mutually exclusive because that mindset might cause them to miss out on valuable return opport.. Read More

New BetaShares ETF targets SMSF investors

28-Nov-2014

Exchange-traded fund (ETF) provider BetaShares has released a new market offering specifically to service SMSF investors and retirees looking for an income stream solution through share dividends. BetaShares mana.. Read More

ASIC moves on property promoter

28-Nov-2014

The Australian Securities and Investments Commission (ASIC) is seeking interim and final orders from the Supreme Court of New South Wales to prevent property investment promoter Park Trent Properties Group from opera.. Read More

Perpetual’s first LIC gets recommended rating

28-Nov-2014

Perpetual Investments’ first listed investment company (LIC), Perpetual Equity Investment Company Limited (PIC), aimed at SMSF trustees has received a recommended rating from research houses Lonsec and Zenith. .. Read More

From the editor: Green tick for proactive consumer protection

28-Nov-2014

My initial editorial for this publication touched on the continued attacks and criticism, the majority unsupported by fact, aimed at the SMSF sector. As mentioned then, the topic often at the centre of this noise.. Read More

ATO not in favour of reserves

28-Nov-2014

The Australian Taxation Office (ATO) has expressed its concern over the use of reserves within SMSFs and pointed out advisers need to consider these strategies carefully before recommending their implementation as th.. Read More

SPAA joins list of trustee education providers

28-Nov-2014

The SMSF Professionals’ Association of Australia (SPAA) has become the latest industry body to provide an education program for trustees. The new program has received Australian Taxation Office (ATO) appro.. Read More