Does the Treasurer realise the extent of the super ‘gift’ he has delivered to financial planners for Christmas? We’re beginning to understand how complex the system has now become.
When an SMSF member becomes a disqualified person, it’s time to act. The law allows a window of only six months for the SMSF to address the issue and become compliant again, but it’s rarely an easy process.
The yield quoted for a bond can be calculated in many different ways, depending on its characteristics or the investment horizon of the bond holder. Which yield are you buying?
The last article in our series on small APRA funds explains how SAFs can provide estate planning solutions in unique circumstances, including blended families, second marriages and adult children with special needs.
It might be intuitive to think shares are more resilient to the effects of inflation than other asset classes, but as Warren Buffett warned in 1977, it could work the other way.
Exchange traded products have had another strong year of growth in 2016. Their popularity with investors, both in Australia and globally, is driving innovation and it will continue in 2017.
It will soon be the time of year when people turn their mind to some casual reading and enjoy a quiet moment. Tell us the best book you read in 2016. It could be an oldie or a newie, but let’s get a reading list going.
Articles from previous editions
Investors are receiving the repetitive message about how low returns are the new normal, yet all asset classes have done well for a record stretch of time. Amid the chatter, the data proves the point.
Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don’t expect them. Where have your best investments come from?
As pensioners and advisers adapt to the asset test changes, they should not place a different value on a dollar of income and a dollar of accumulated capital to support a retiree’s lifestyle.
When combining family and financial matters, what starts out well can turn ugly. Not only should such dealings be properly documented, but also conducted in strict accordance with those documents.
According to S&P, the majority of active managers continue to underperform their benchmarks. However there are sectors where active styles perform well, and many managers justify their fees.
Given the proportion of people over 65 paying income tax has halved in the last 20 years, the structure of seniors tax may be next for reform. Should money be left inside or outside super for those who can access it?
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