This Month
ATO targets property valuations in countdown to new $3m super tax
SMSFs are in the firing line for failing to update the market value of investment properties and commercial buildings such as farms and medical practices.
- Duncan Hughes
- Opinion
- Sharemarket
What to do if you have big wins in your share portfolio
It’s easier to manage concentration risk if you hold direct shares, but not so simple if you’re an ETF investor.
- Tim Mackay
- Opinion
- Letters to the Editor
Australia needs more transparency in important policy debates
Readers’ letters on politicians’ lack of detail; Labor action against Fatima Payman; the value of accountants; why Joe Biden must withdraw; and Peter Dutton’s nuclear charade.
June
- Opinion
- Opinion
SMSFs desert financial advice in face of looming crisis
The government’s quality of advice review was intended to make financial advice more affordable. So why are fewer SMSF trustees seeking financial advice?
- Peter Burgess
The areas most – and least – hit by Labor’s $3m super tax
Australians with super balances of more than $3 million are less likely to live in rural areas, according to new analysis, despite concerns about the tax focusing on farmers.
- Hannah Wootton
- Exclusive
- Superannuation
Keystone lent money to director’s $300m Port Douglas resort dream
Keystone Asset Management, under ASIC investigation, lent money to companies associated with a director’s controversial plan to develop an “uber five-star luxury” resort in Port Douglas.
- Max Mason
I have an older-style pension – has the government forgotten about us?
While legacy income streams were not addressed in the recent federal budget, there are steps you can take to make them easier to work with.
- John Wasiliev
May
Costello backs Dutton on super for housing
Former treasurer Peter Costello has backed Opposition Leader Peter Dutton’s super for housing policy, saying members should be able to choose what happens to their money.
- Updated
- Gus McCubbing
A smarter way to tax high super balances
The government has tried to keep things simple, but in doing so fairness has gone out the window.
- Meg Heffron
April
- Opinion
- Opinion
The rule book on investing in cars, wine or diamonds
Because they’re classified as collectable or personal use assets, strict rules apply to their acquisition, storage, insurance and use if held by an SMSF.
- Colin Lewis
- Opinion
- Opinion
New superannuation tax may hit venture capital
SMSFs will shy away from investing in start-ups for fear of being slugged with big tax bills on unrealised gains.
- Peter Burgess
Super tax changes to ‘cut off lifeblood’ of local business
Funds management veteran Geoff Wilson says Labor’s controversial plan to tax unrealised gains on big superannuation accounts will discourage investment in local firms.
- Hannah Wootton
Meet the former refugee retiring at 50 thanks to gold’s surge
Tung Nguyen has invested heavily in gold and bitcoin via his SMSF.
- Tom Richardson
- Opinion
- Super Q&A
Will borrowing to buy property in an SMSF affect my credit rating?
Some banks are happy to ignore loans in SMSFs, others will require detailed information about how you plan to service the loan.
- John Wasiliev
- Opinion
- Opinion
What SMSFs need to know as ATO cracks down on illegal access to super
More than $630 million has been accessed illegally from SMSFs. Here’s what you need to know to stay on the right side of the law.
- Colin Lewis
What if my late wife’s pension pushes my super above $3 million?
Reversionary pension law gives surviving spouses time to sort out their super.
- John Wasiliev
March
- Opinion
- Opinion
High-income earners turn to investment companies
Superannuation is no longer the “go to” tax-effective investment vehicle.
- Michael Hutton
Escala Partners dials up client fees after LGT Crestone snares advisers
Dragging its top revenue-writers to court didn’t work for Escala Partners. Now it is ready to pull another lever in its quest to plug talent (and revenue) leakage to rival LGT Crestone.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Opinion
Be careful with property valuations this SMSF audit season
Property valuations are becoming more problematic and will attract the attention of the Tax Office.
- Peter Burgess
- Opinion
- Super Q&A
Why super isn’t supposed to make you super rich
There were opportunities in the past to make exceptionally large contributions to tax-advantaged super accounts, but those days are over.
- John Wasiliev
