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Andrew Bloore

SMSF technology isn’t standing still

The development of user-focused tools enabling SMSF members to direct their investments, receive information, make decisions and intuitively reach their own goals is moving ahead quickly.

Will insurance bonds become the new superannuation?

Insurance bonds may be a good fit for high income earners looking for a long-term investment option. Although a life insurance product, there are early signs of an SMSF-like structure to increase the appeal and availability.

Making your SMSF business a saleable practice

There are many places in the SMSF value chain where a company can operate. The best businesses choose a place where they can excel and try to become the best.

Key changes for SMSFs and new ATO powers

It's not just super contribution limits that have changed since 1 July. The ability to provide insurance policies through SMSFs has been redefined and the ATO can now utilitse new administrative penalty powers.

Superannuation is one part of a complex tax picture

The recent budget has highlighted the importance of superannuation in supporting the age pension system. Why then, would the Government want to remove many of the incentives for building a healthy super balance?

Education for SMSF trustees - what should it really mean?

Constant changes to an already complex super system mean trustees should be continually learning. Rather than focusing on compliance and rules, trustees need new tools to help make good investment decisions.

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SMSF strategies

30 years on, five charts show SMSF progress

On 1 July 1992, the Superannuation Guarantee created mandatory 3% contributions into super for employees. SMSFs were an after-thought but they are now the second-largest segment. How have they changed?

Investment strategies

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

Taxation

Tips and traps: a final check for your tax return this year

The end of the 2022 financial year is fast approaching and there are choices available to ensure you pay the right amount of tax. Watch for some pandemic-related changes worth understanding.

Financial planning

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Infrastructure

Listed infrastructure: finding a port in a storm of rising prices

Given the current environment it’s easy to wonder if there are any safe ports in the investment storm. Investments in infrastructure assets show their worth in such times.

Financial planning

Power of attorney: six things you need to know

Whether you are appointing an attorney or have been appointed as an attorney, the full extent of this legal framework should be understood as more people will need to act in this capacity in future.

Interest rates

Rising interest rates and the impact on banks

One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?

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