Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Annabelle Dickson

  • Dragana Timotijevic

  • Drew Meredith

  • Greg Bright

  • Ishan Dan

  • Jacquelyn Mann

  • James Dunn

  • John Kavanagh

  • Lachlan Maddock

  • Michael Armitage

  • Nicholas Way

  • Nicki Bourlioufas

  • Staff Writer

  • The Inside Adviser

‘Neither simple nor fair’: Super stakeholders push back over unrealised gains hurdle

While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed to inflation, future generations may be turned off from investing in their super, industry leaders say.

Nicki Bourlioufas | 29th May 2023 | More
LRBA holders to ride property market out, despite volatility blip

Australians’ penchant for property investment comes with the caveat that patience is a necessary virtue. This applies doubly so for fretful LRBA holders, writes Nicholas Way.

Nicholas Way | 30th Jan 2023 | More
  • Maroney leaves large footprint on SMSF sector

    The CEO of the SMSF Association, John Maroney, will step down after the 2023 National Conference in Melbourne after nearly six years in the position.

    Staff Writer | 1st Aug 2022 | More
    Private markets remain key to income, diversification

    News that Australian Super had reported a negative return of just 2.7 per cent for the FY22 financial year likely came as a surprise to many.

    Ishan Dan | 25th Jul 2022 | More
  • SOAs do little to address information asymmetry

    While the focus of the advice industry groups has very much been around making the day to day lives of those in the industry easier, the likes of the AFCA, Vanguard and several law firms have offered insight into the impact on the consumer.

    Drew Meredith | 25th Jul 2022 | More
    ‘Incredible’ dispersion in balanced fund returns

    2022 has marked just the fifth financial year of negative returns since the SG became compulsory in 1992. This should not be a surprising result.

    Drew Meredith | 18th Jul 2022 | More
    Balanced super fund returns in the red

    The term “hold on for dear life” came to explain the events of 2020 and 2021, as did “buy the dip.” For those beginning investing for the first time their experience couldn’t have been more positive.

    Drew Meredith | 14th Jul 2022 | More
    Is your self-managed super fund capable of buying gold?

    Gold has a colourful history, going back thousands of years, as a means to store and transport wealth and a way to help protect against the inflationary impacts on currency buying power.

    Ishan Dan | 14th Jul 2022 | More
    High court ruling gives certainty on binding nominations

    Self-managed super funds have once again returned to popularity in recent years, with establishments seeing growth once again, as more Australians become engaged with their retirement assets.

    Drew Meredith | 27th Jun 2022 | More
  • Regulator warns underperforming funds on member comms

    Bringing oversight to a multi-trillion dollar sector was important, but the regulations are far from perfect, with many suggesting they effectively direct industry funds toward an indexed approach, or alternatively, don’t appreciate the nuances of investing for the very long-term.

    Drew Meredith | 27th Jun 2022 | More
    SMSF specialist training should be ‘set in stone’: SMSF Association

    The peak body for those advising self-managed super funds, the SMSF Association, has called for a higher education requirement for the sector.

    Drew Meredith | 20th Jun 2022 | More
    Renew your client review

    During a recent presentation of Invesco Global Consulting’s program, Priceless, I asked a room full of advisers how many of them had changed the way they do their annual client review meetings in the last 5 years (COVID19 changes aside). 

    Jacquelyn Mann | 2nd Jun 2022 | More
    1 2 3 4