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Graham Hand

ASIC review highlights conflict of interest

* An ASIC review of mid-tier AFS licencees shows majority of their income comes from product issuers, with inevitable conflicts of interest.

SMSF supervisory levy rising quickly

* The ATO supervisory levy on SMSFs is rising rapidly from the current $191, to $259 in 2013/2014 (or effectively $388 with advance payments). And a surprising $518 for a new fund.

ASIC submission on Commonwealth Financial Planning

* The ASIC Senate Review of its performance in the Commonwealth Financial Planning case has useful lessons for all adviser groups.

Greg Perry interview from 2002

Greg Perry and Peter Morgan surprised many people in funds management this week with comments attributed to them in the AFR. Here's what Greg said in an interview in 2002.

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Taxation

13 ways to save money on your tax - legally

Thoughtful tax planning is a cornerstone of successful investing. This highlights 13 legal ways that you can reduce tax, preserve capital, and enhance long-term wealth across super, property, and shares.

Taxation

Taking from the young, giving to the old

Despite soaring retiree wealth, public spending on older Australians continues to rise. The result: retirees now out-earn the young, exposing structural flaws in the tax system and challenges for fiscal sustainability.

Investment strategies

An obsessive focus on costs may be costing investors

As a relentless fee war grips Australia’s ETF market, investors may be missing the real battleground. Beyond basis points, index design itself - not cost - may be the most powerful driver of returns.

Taxation

Clearing up confusion on how franking credits work

It seems the mere mention of franking credits generates a lot of heat but not much light. Here's a guide to how franking credits work, and the impact they have on both companies and shareholders.

Investment strategies

Are the good times about to end?

As the bull market revs up, some investors worry about a possible correction. History shows the real question isn’t timing the top, but whether you have the time and liquidity to ride out inevitable downturns.

Superannuation

Australia slips in global pension ranking

The 2025 Mercer CFA Institute Global Pension Index shows Australia has dropped to its lowest ranking in the 17 years of the index. This explores why we're falling and what can be done about it.

Property

Where wine country meets real estate

High-profile wine regions don’t always see strong property growth - volume, exports, and infrastructure investment often matter more than reputation in driving regional property markets.

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