Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Author: Matthew Collins

Matthew Collins

Helping your children build their super

It has become more difficult to build large superannuation balances with contribution caps and more people paying off home loans for longer. How can wealthy parents help their adult children?

Steps SMSFs may take to beat Labor’s franking

If Labor legislates to withdraw franking credit refunds, retirees have an alternative for their pension superannuation to retain the refund. It shows the proposal does not have 'horizontal equity' between structures.

Most estate planning for tax is inadequate

Many people are reluctant to plan financially for their death, and it's not simply a matter of passing money to heirs. Far more tax-effective techniques are available which can make inheritance simpler.

SMSFs, member-direct and Labor's franking

Labor’s proposal to deny cash refunds of franking credits may become law next year. SMSFs will consider the various alternatives to minimise loss of franking credits, including the use of member-directed investments.

Latest Updates

Should your equity manager hold lots of cash?

An investment with any fund manager should be part of an asset allocation decision, but what happens when your equity manager decides to do a major switch to cash? It messes up your plan.

Superannuation

The moral hazard of a national super fund

If billions of dollars of retirement savings were lost by a government agency in a national super scheme, the cost and risk would be passed back to the government and ‘caveat emptor’ would be history.

Investment strategies

Dispelling the disruption myth

We tend to call any change a 'disruption', but the vast majority of so-called disruptive technologies are variations on a theme. Many innovations are really high-risk, low-probability investments.

Compliance

Watch your SMSF’s annual return this year

The best way to preserve your SMSF’s favoured status is to make sure the fund’s annual return reaches the ATO on time. There are new rules this year that every SMSF trustee should know.

SMSF strategies

SMSFs have major role but not for everyone

Arguments between segments of the super industry do not foster public confidence. SMSFs are suitable for many who seek control of their own financial destiny, but it's not a competition. 

banner

Sponsors

Alliances