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Andrew Bloore

SMSF technology isn’t standing still

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.

Will insurance bonds become the new superannuation?

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.

Making your SMSF business a saleable practice

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.

Key changes for SMSFs and new ATO powers

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.

Superannuation is one part of a complex tax picture

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?

Education for SMSF trustees - what should it really mean?

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.

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Weekly Editorial

Welcome to Firstlinks Edition 377

The most significant change in asset allocation by Australian investors in recent years has been the move into global equities. It's been a canny trade for those who focussed on the US, especially great companies such as Apple, Microsoft, Amazon and Google. International equities experienced net inflows into ETFs of $722 million in August 2020 versus only $181 million for Australian equities. 

  • 30 September 2020
Superannuation

The elusive 12%: is superannuation at a turning point?

Such is the concern among unions and Labor about Government plans to undermine superannuation that an 'Emergency Summit' was called this week, and pioneer Bill Kelty evoked a social commitment.

Interviews

My lessons from five decades of investing

As she retires after 47 years of investing, Claudia Huntington explains the art rather than the science of the trade, the value of a great leader and culture, and the insights she gives to new colleagues.

SMSF strategies

The impact of our marriage breakdown on our SMSF

Even if a marriage ends amicably, there are complications when partners share an SMSF. You can't simply 'split' the assets on a handshake, and who takes the capital gains and what's the impact on an estate?

Investment strategies

The future is always clearest once it is in the past

It's one of those times when a case can be made that the market is expensive on some measures, but reasonable on others. Better to do what the great companies do: instead of guessing the future, they create it.

Investment strategies

Emerging markets: Should I stay or should I go?

For long-term investors, the most important factor driving returns is the price paid to acquire a stock. Emerging Markets stocks exhibit favourable valuations on both an absolute and relative basis.

Superannuation

20k now or 50k later? What’s driving decisions to withdraw super?

The amount of retirement savings withdrawn under the Superannuation Early Release Scheme has surprised many. This comprehensive survey of thousands of members of Cbus explains their motivations.

Economy

The surprising resilience of residential housing and retail

With a pandemic, a recession and high unemployment, there's every reason to expect residential property and retail sales to be collapsing. But data shows both are resilient, so what is happening?

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