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

Spheria unveils small and micro-cap LIC

09-Nov-2017

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

09-Nov-2017

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

11-Oct-2017

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

11-Oct-2017

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

11-Oct-2017

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

11-Oct-2017

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

11-Oct-2017

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

Investors must look for technology leaders

11-Oct-2017

SMSF members should look to invest in companies that will be distinct winners in the technology sector as its evolution continues to cause disruption within conventional society, a global fund manager has said. &.. Read More

Earnings the key to sustained equity performance

11-Oct-2017

A company’s earnings are the key element SMSF trustees should be taking into account in order to achieve consistent earnings from the equities held in their portfolios, according to an industry educator. Sp.. Read More

August reporting season produces some winners

11-Oct-2017

The August company reporting season has unearthed some stocks with the potential to be real winners for SMSF investors seeking yield, according to an equities expert. Speaking at the recent selfmanagedsuper Trust.. Read More