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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

Australian Ethical, Christian Super merger official

Australia's leading ethical investment manager, Australian Ethical, is set to grow its already significant $6.2 billion in assets under management after...

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...

Hit to retirement savings expected in 2021-22

As share markets fall, superannuation research houses are predicting a negative financial year for both balanced and growth superannuation funds.

ATO draws up hit list for 2021-22 tax returns

The Australian Taxation Office has warned people not to make the mistake of double-dipping their deductions in their tax return this year after identifying...

SMSF numbers jump, top industry fund growth in 2022

The lockdowns of 2021 and a trend for younger people to set up a self-managed superannuation funds (SMSFs) have driven a sharp growth in the number of funds...

Super wars renewed by Morrison ahead of election

Once a stalking horse for a small cabal of noisy backbenchers, "Home First, Super Second" has found its way into the Coalition's policy arsenal ahead of an...

Mixed views on Federal Government property proposals

The Liberal Party joined the ALP in focusing on housing affordability during their formal campaign launch this week.

Superannuation returns hit by volatility

A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global...

Will the your future four super test be applied to SMSFs?

In 2021 the “Your Future Your Super” (YFYS) performance test was introduced to gauge whether default super funds, which collected billions in...

SMSF Association seeks to improve delayed APRA fund rollovers

Any current financial adviser understands the challenge attempting to roll-over a member’s balance from an industry or APRA-regulated fund into an SMSF....

New research puts paid to SMSF performance debate

There’s always been a fight between different superannuation funds – retail, industry, and SMSF – about who performs best. But determining...

The biggest contribution changes in a decade

Both houses of Parliament quietly passed what may well be the biggest changes to super contribution rules in a decade. With the Treasury Laws Amendment Bill...