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Seek out opportunities beyond China
Investors should consider broadening their horizons beyond China for exposure to emerging markets (EM) as a combination of several factors may have relegated the nation from its role as a primary...
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Illegal early access to be measured
The ATO is conducting an intelligence-gathering exercise to estimate the level of illegal early access coming from SMSFs to identify trustees likely to breach the rules after noting ongoing compliance...
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Super wars side chosen
The federal government has reignited the superannuation wars and taken sides against the SMSF sector, a position evident in its legislative agenda, according to opposition treasury spokesman Angus...
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Access to short-term cash market opened
Betashares has launched an Australian cash exchange-traded fund (ETF) providing investors with an investment vehicle to access ready liquidity without having to commit their funds for long periods. The...
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Inflation puts strain on retirees
Seniors are digging deep and stretching household budgets further to meet a comfortable living standard in retirement due to ongoing increases in the cost of living, according to the Association of...
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Active portfolios primed for growth
Investors who settle for long-term active investments outside of cash are likely to double their money in 10 years using a standard 60/40 portfolio and may be able to gain further returns via an...
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Valuation manipulation a compliance issue
Trustees seeking to lower their tax liability in anticipation of the proposed tax on total super balances over $3 million by submitting inaccurate asset valuations have been warned the fund will fail...
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Brazil surges amid global uncertainty
In the midst of worldwide economic uncertainty, Brazil stands out as providing excellent opportunities for investors, with recent transformative decisions positioning the country’s economy for a...
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Wet signatures reduce litigation risk
SMSF trustees must exercise a degree of caution when signing a trust deed electronically to avoid the risk of state-based litigation, a legal specialist has advised. DBA Lawyers special counsel Bryce...
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Senate implored to reject new tax
Crossbench senators have been called upon to reject the bill that will introduce the proposed superannuation earnings tax applied to individual balances over $3 million, with the SMSF Association...
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Have a very Merry Christmas
The team at smstrusteenews would like to wish all of its readers a very Merry Christmas and a happy, healthy and prosperous 2024. We would also like to take this opportunity to thank you all for your...
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Income should take priority next year
Investors should look to shift their focus away from relying too heavily on capital growth of investments and instead actively seek a consistent income stream from equities within their portfolios,...
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Raw diamonds not personal use assets
Pink diamonds are not considered collectable or personal use assets within an SMSF, but should be stored and insured appropriately regardless, according to the ATO. The regulator provided the guidance...
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Infrastructure cash flow undervalued
Infrastructure assets are undervalued currently compared to the expected outlook for returns and this situation allows investors to buy future cash flow cheaply, according to an Australian boutique...
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More SMSF trustees banned
The ATO disqualified more than 220 SMSF trustees over the September quarter, pushing the total number of banned trustees for the year to nearly 600, according to new data released by the regulator. An...
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Investment agility required in 2024
A global fund manager has suggested a need for investors to be nimble in their approach towards portfolio allocations to equities and fixed income in 2024 as inflation and volatility are still likely...
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Examination of SMSF retirement income role
The federal government has released a discussion paper examining how superannuation can be better used in retirement, with questions being raised about the ability of SMSFs to manage risk and maximise...
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Drawdown approval contemplated
The ATO is considering applying an additional compliance measure in order to prevent SMSF trustees from accessing their superannuation savings illegally, according to an SMSF technical specialist. “One...
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Bitcoin ETFs receive US endorsement
A move by the United States financial regulator to approve the listing and trading of spot bitcoin exchange-traded funds (ETF) has been welcomed by Australian ETF providers, which claim it reflects the...
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Digital document authorisation approved
A bill that was granted royal assent in November last year has given individuals the ability to authorise commonwealth statutory declarations through two new digital methods from the start of 2024. The...
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