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Graham Hand

SMSF annual returns due soon

* SMSF annual returns are due by 15 May 2013. The Taxation Office is issuing warnings on the consequences of late lodgement.

National Disability Insurance Scheme

* The National Disability Insurance Scheme Bill passed both houses of Parliament on 21 March 2013 with the first $1 billion in funding.

APRA imposes Single Customer View (SCV) for government guarantee

* APRA has told deposit-takers they must implement a Single Customer View regime before 1 January 2014, to prevent multiple coverage under the government guarantee.

'Financial planner' enshrined into law

* Long overdue legislation has tabled in Parliament restricting use of 'financial planner' to fully licensed and authorised practitioners.

CoreData research indicates major change coming from FoFA

* A CoreData White Paper suggests the majority of financial planners believe FoFA will have a negative impact on them and their business.

Latest Updates

Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

Sponsors

Alliances

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