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SuperConcepts

Top 10 most exotic SMSF investments

A SuperConcepts data analysis of 2,450 SMSF funds worth $3.2 billion has revealed why trustees typically make investments in assets that are deemed ‘exotic’

SMSF year-end checklist FY16

A checklist of 15 items to consider prior to 30 June 2016, covering contributions, tax deductions, timing, tax offsets, government subsidies, pensions, PAYG benefits, valuing assets, related party transactions and rule changes.

SMSF Investment Patterns Survey March 2016

This report on SMSF investing trends is more accurate than the ATO data because it looks at the actual asset classes rather than broad categories such as ‘managed funds’.

Latest Updates

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Strategy

The folly of the Iran war

From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.

Taxation

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Investment strategies

The red metal's long game

Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.

Taxation

The lesser-known effects of changed property taxes

The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.

Latest from Morningstar

Why stocks sometimes fall for no obvious reason

The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.

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