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Julie Steed

The impact of super changes on estate plans

The July 1 super changes will encourage many people to reconsider their estate planning, and the role of testamentary trusts should be part of the process. The range of choices has moved far beyond a will.

How super changes impact insurance and estate planning

Super fund members should review their estate plans and insurance arrangements in light of the new transfer balance cap rules.

SAFs can provide powerful estate planning solutions

The last article in our series on small APRA funds explains how SAFs can provide estate planning solutions in unique circumstances, including blended families, second marriages and adult children with special needs.

When SMSF members head for the exit

We hear a lot about establishing an SMSF, but not much about exiting one. What are the options for SMSF members when the structure is no longer appropriate as a superannuation vehicle?

The other self managed super funds

For SMSF members concerned about losing mental capacity or who no longer have the desire for trustee responsibilities, it might be worth considering a small APRA fund.

Latest Updates

Taxation

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Economy

Why an extended US-Iran war will punish mortgage holders

The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.

Infrastructure

Don’t forget the yield

Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.

Iran war hands politicians free ticket to blame oil prices for inflation

Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.

Economy

Japan 2026: A new PM heralds a new golden age?

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.

Investment strategies

Why are central banks moving from US Treasuries to gold?

Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.

Strategy

Has global human wellbeing peaked? What the data reveals

Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.

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