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Graham

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.

From The Economist: The rise of smart beta

Both The Economist and The Financial Times have recently run articles on 'smart beta', suggesting it is time for all pension trustees to consider the merits of this alternative to traditional indexing and active funds.

Latest Updates

Economy

Has Australia wasted the last 30 years?

The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.  

Retirement

Navigating the next stage of life in retirement

Retirement planning is more than just saving enough money. Long-term care needs, housing choices, and social networks are just as critical for a happy and enjoyable life.

Strategy

Showcasing your value in the age of AI shortcuts

Knowledge is becoming commoditized in the age of artificial intelligence but experience, taste, and judgement are still at a premium.

Planning

Financial advice as the pathway to economic security

Financial advice can lead to improved financial literacy, a healthier super balance and a higher standard of living in retirement. Is now the time to give yourself the gift of financial advice?

Economy

The overlooked driver of energy inflation

The impact of energy policy on inflation in Australia is often overlooked. Transitioning to renewable energy can lead to inflated costs that affect the entire economy and productivity growth.

Economy

A 2026 rotation story: Europe’s undervalued small caps

In 2026, Europe is poised for a 'Goldilocks' scenario with cooling inflation and lower rates, driven by fiscal stimulus. Small caps offer an attractive entry point before capital rotation.

Investment strategies

What we do when things go up (a lot)

Recent price spikes, particularly gold's surge, trigger behavioral responses like availability bias, storytelling, extrapolation, and FOMO, which create self-reinforcing feedback loops influencing investor sentiment and market trends.

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