Advice
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Claims of Div 296 tax consultation 'confusing': SMSF Association
The association has hit back at spurious claims from the Treasurer that the government conducted "heaps of consultation" on its proposed tax for super balances...
Defined returns fund can soften retiree pain in next market turn: Atlantic House
The market will turn at some point, which puts a number of dangers in front of retirees. Australians have historically been wary of structured products, but a...
Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels
The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...
Government, not super funds, should be guiding decumulation: Grattan
The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to...
Investment bonds gaining popularity as a gift to help younger generations: KeyInvest
A confluence of compounding returns, further contributions and tax-paid status make investment bonds an attractive option for grandparents looking to give...
'Great Wealth Transfer' to reach $124 trillion, putting adviser relationships at a premium
The first thing advisers need to remember, Cerulli notes, is that almost half the intergenerational transfer won't event be intergenerational, it will be...
Franked yield bonanza keeps retirees from selling beloved bank stocks
Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields...
Why H1 2024 may be a residential property buying window (for some)
It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring...
Advisers in the lurch as Clearview 'terminates' $1.5B WealthFoundations retirement product
Clearview and trustee ETSL have raised eyebrows and confused advisers by shifting the popular WealthFoundations super and pension product to investment...
Super early access for housing would hurt every member’s balance
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds...
Life insurance advisers plead for reform before election muddies the water
While the government takes its time drafting the second tranche of advice reforms, representatives for the life insurance agency fear the ongoing delays will...
Borderless world still needs advice moored in jurisdictional expertise
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and...
Division 296 Tax: Masterclass top 5 questions
The government may have proposed it as a "modest" change to the super system, but the effects will be far reaching. For advisers dealing with this latest...
Slashed dividend payments an income gut-punch for SMSF retirees
A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager...