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Wednesday, 8 December 2021
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The development of user-focused tools enabling SMSF members to direct their investments, receive information, make decisions and intuitively reach their own goals is moving ahead quickly.
Insurance bonds may be a good fit for high income earners looking for a long-term investment option. Although a life insurance product, there are early signs of an SMSF-like structure to increase the appeal and availability.
There are many places in the SMSF value chain where a company can operate. The best businesses choose a place where they can excel and try to become the best.
It's not just super contribution limits that have changed since 1 July. The ability to provide insurance policies through SMSFs has been redefined and the ATO can now utilitse new administrative penalty powers.
The recent budget has highlighted the importance of superannuation in supporting the age pension system. Why then, would the Government want to remove many of the incentives for building a healthy super balance?
Constant changes to an already complex super system mean trustees should be continually learning. Rather than focusing on compliance and rules, trustees need new tools to help make good investment decisions.
The Sohn Australia Conference brings together leading fund managers to chose their highest conviction stock in a 10-minute pitch. Here are their 2021 selections with Charlie Munger's wisdom as the star feature.
All fund managers now claim to take ESG factors into account, but a multi-asset ethical fund will look quite different from a mainstream fund. Faced with low fixed income returns, alternatives have a bigger role.
The ATO's data on SMSF asset allocation is as much as 27 months out-of-date and categories such as cash and global investments are reported incorrectly. We should question the motives of some who quote the numbers.
In this second part on the reader responses with advice to younger people, we have selected a dozen highlights, but there are so many quality contributions that a full list of comments is also attached.
Climate-related companies will experience exponential growth driven by consumer demand and government action. Investors who identify the right companies will benefit from four themes which will last decades.
There is momentum to stop calling inflation 'transitory' but this overlooks deep-seated trends. A longer-term view will see companies like ARB, Reece, Macquarie Telecom and CSL more valuable in a decade.
Infrastructure assets experienced varying fortunes during the pandemic, from less travel at airports to strong activity in communications. On the road to recovery, what role does infrastructure play in a portfolio?
Among the myriad of numbers that bombard us every day, three prices matter greatly to the world economy. Recent changes in these prices help to understand the potential for a global recovery and interest rates.