ATO clarifies pension commutation rules

05-May-2017

The ATO has issued Practical Compliance Guideline (PCG) 2017/5 demonstrating the approach it will take in regard to the commutation of pensions for the 2017 financial year in an effort to comply with the newly impose.. Read More

ATO clarifies pension commutation rules

05-May-2017

The ATO has issued Practical Compliance Guideline (PCG) 2017/5 demonstrating the approach it will take in regard to the commutation of pensions for the 2017 financial year in an effort to comply with the newly impose.. Read More

Draft LRBA legislation released

05-May-2017

Treasury has released draft legislation indicating how SMSF assets being held under a limited recourse borrowing arrangement (LRBA) will be included against a member’s total superannuation balance. The Expo.. Read More

Capacity constraints hit local market-neutral funds

05-May-2017

The ability for investors to make a portfolio allocation to managed funds offering market-neutral strategies is reducing, according to Zenith Investment Partners. The forecast comes as a result of the research ho.. Read More

Global listed infrastructure not just bond proxy

05-May-2017

By Sovereign yields around the world are climbing on the back of rising inflation expectations and recent political events, but higher interest rates do not correlate to lower returns for infrastructure stocks, accor.. Read More

Shorten’s LRBA ban for SMSFs “ill-conceived”

05-May-2017

Opposition leader Bill Shorten’s suggestion that a ban on the use of direct borrowing by SMSFs should be revisited to help cool an overheated housing market has been labelled a poor attempt to attack the sector.. Read More

Reversionary terms not properly documented

05-May-2017

Many existing SMSF trust deeds may not include clearly stipulated terms required for funds to properly deal with reversionary pensions under the incoming superannuation rules, according to a technical expert. &ld.. Read More

Global disruption fund achieves four-star rating

05-May-2017

The Loftus Peak Global Disruption Fund, covering listed global equities on major stock exchanges, has been awarded a four-star superior investment-grade rating following an independent review by SQM Research. The.. Read More

Expectation management fundamental to adviser’s role

05-May-2017

Delivering on client expectations in regard to portfolio construction and investment diversification is the key objective SMSF advisers are looking to achieve, whether through traditional face-to-face advice or via t.. Read More

Folkestone unveils new development fund

05-May-2017

Listed real estate fund manager Folkestone has launched a property development offering beginning with an 80 per cent investment in a site approved for residential subdivision in the Melbourne suburb of Wollert. .. Read More

Proposed change to LRBA asset treatment

13-Apr-2017

The federal government has mooted two significant amendments to the new superannuation legislation set to take effect from 1 July this year pertaining to the treatment of assets acquired under a limited recourse borr.. Read More

Video: Estate planning new rules

Graeme Colley talks estate planning rules...View more

Video: SMSF Report round-up

Delving deeper into the CommBank SMSF Report findings..View more