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Graham

Property double stamp duty

* SMSF trustees could face double stamp duty if they buy properties in their own name at auction and then want the property held in their SMSF.

Institutions dominate ASX300

* Institutions (including superannuation funds and offshore investors) own 90.1% of the issued capital of Australia’s top 300 companies.

How not to run a pension

* How not to run a pension scheme. In California, just 10 individual pensioners will cash $50 million in pension checks from state and local governments over the next 25 years.

CBA to be less competitive in retail deposits

* Better and cheaper availability of wholesale funding for major banks will reduce retail term deposits rates, as CBA takes its foot off the gas.

APRA December 2012 Quarterly Superannuation Performance

* APRA has just released its December 2012 Quarterly Superannuation Performance, showing a 14.6% rise in assets over 2012 to $1.51 trillion.

Self managed super's best-kept secret

If ‘SMSF’ were a corporate brand, its marketing department would be the most successful in superannuation history. The major retail funds always had a strong response to SMSFs in their kit bag, but they didn’t explain it to enough customers.

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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