This Month
- 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
- Opinion
- Opinion
How to prevent your super going to the wrong people
“Absolute discretion” can mean anything but when it comes to distributing superannuation death benefits.
- Peter Townsend
February
The amount of low-tax money you can put into super is about to jump
Workers will be able to pump more money taxed at low rates into superannuation after strong wages growth triggered the first increase in contribution limits in three years.
- Joanna Mather
- Opinion
- Opinion
Proof that SMSFs outperform when markets tank
SMSFs beat regular funds by 4.1 percentage points in the 2021-22 financial year.
- Peter Burgess
Mystery buyer scoops up E&P Financial shares
Broker sources believe newly listed Australian Wealth Advisors Group could be buying up stock.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Superannuation
The two things you need to know about $1.9m super cap
It can be the most baffling number in retirement savings but figuring it out could help you get more into your fund.
- Meg Heffron
Macquarie’s war on big four escalates with business lending assault
Macquarie said it had appetite to deploy its retail banking technology into the business market to grow deposits and lending against CBA and NAB.
- Updated
- James Eyers
January
- Opinion
- Chanticleer
LIC sector far from dead as fundie wars flare up
Fund managers’ perennial fight over a pot of fees ensures fundie wars will rage again this year. One fighter not scared to put noses out of joint is happy to lead the way.
- Anthony Macdonald
- Opinion
- Regulation
‘Sophisticated investor’ rule change will be counterproductive
It’s not the money, it is the advice and expertise that a new investor can get access to that protects everyone’s interests.
- Mark Humphery-Jenner
- Opinion
- Opinion
Do this before adding solar panels to your rental property
If the property is owned by a self-managed super fund, be sure to stick to these rules.
- Meg Heffron
After I die, how does my wife move from DIY super to industry fund?
Assets including investment-grade bonds and private equity will make this more complex, but there are ways to get started.
- John Wasiliev
- Opinion
- Superannuation
This super catch-up contribution can help you avoid a big tax bill
It’s one of about eight key retirement saving opportunities – but don’t leave it to June 30.
- Colin Lewis
December 2023
- Opinion
- Charity
These three steps would help you leave some of your super to charity
Policy settings need to be changed to help SMSFs – and other super fund members – be more active philanthropists.
- Peter Burgess
- Opinion
- Inheritance
How to claim your spouse’s super after they die
There’s a way to move their retirement savings to your super – this is how to get things going.
- Meg Heffron
- Opinion
- Super Q&A
Can a couple transfer shares from an SMSF into their own names?
The short answer is ‘yes’ but there will be some complexity, paperwork and fees involved.
- John Wasiliev
- Opinion
- Opinion
How to respond if the ATO contacts you about super contributions
It should be easy but many taxpayers are befuddled by the process of making personal deductible contributions to super.
- Colin Lewis
Why it’s time to rediscover unloved assets
Debt markets, overlooked healthcare stocks and small caps are among the opportunities professional investors are betting on for the year ahead.
- Joanna Mather