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Edition: 1

1-7 out of 7 results.

Edition 1

  • 8 February 2013

Paul Keating on longevity risk, surprising calmness in markets, franking credits and tax, new rules on financial advice, lifecycle theory, and events that will shape 2013.

We're living longer and so should our superannuation

The government should be the key provider of a national annuity scheme to cater for what is now a growing gap in our retirement incomes system as a result of people living for 80 years and more.

We live in interesting times: the game-changers in 2013

What a time to launch a superannuation website and newsletter! The super, advice and investing landscape is facing more game-changers at the moment than at any time since the introduction of compulsory super in 1992.

'Volatility' - what volatility?

If we ignore the media hype and look at the facts, 2012 was in fact a wonderful year for the equity market. Not only great returns, but surprisingly low volatility and few large down days. 2012 was the calmest year since 2005.

To be perfectly franked, and pay no tax

Kerry Packer openly admitted that he managed his companies to minimise their tax bills. He would have loved superannuation and franking credits. A super fund needs only 32% of its assets allocated to fully franked shares to pay no income tax on its entire portfolio.

Will the new rules for financial advice make a difference?

From 1 July 2013, investment managers and platforms will be banned from paying commissions to financial advisers on new business. This should have happened years ago, but the industry’s tardiness has resulted in additional regulations on advice fees that are deducted from clients’ accounts.

An introduction to lifecycle theory

Lifecycle theory is one of the more exciting and applicable research fields in financial academia yet it receives little discussion in Australia’s superannuation industry. The findings have the potential to improve outcomes for Australian households.

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Building a lazy ETF portfolio in 2026

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Get set for a bumpy 2026

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Meg on SMSFs: First glimpse of revised Division 296 tax

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Property versus shares - a practical guide for investors

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10 fearless forecasts for 2026

The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.

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