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Edition: 124

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Edition 124

  • 28 August 2015

Why invest in bonds?, the work test for SMSFs, engagement with lifecycle funds, responsible investing for retail investors, investment management ethics, global investment opportunities, and the changes to the assets test explained.

Busting the bond myth

A common observation at the moment is that if interest rates ‘can only go up’, why hold bonds? While prices fall as rates rise, there is a role for various maturities in a diversified portfolio.

Meeting the work test for contributions

Not all superannuation is the same. When making contributions after turning 65, it seems the rule for the work test is different for SMSFs and public funds.

Lifecycle funds increase super engagement

Engaging people with their superannuation is the holy grail for the wealth management industry. Lifecycle funds can help take the customer on a long term journey provided the communication is good.

Responsible investing is now retail and mainstream

Banks are walking away from resources projects, super funds are dumping stocks based on human rights issues and climate change related shareholder resolutions are gaining wide support.

Do ethics and investment management fit together?

A virtuous life is one of aspiration – to be good, to be fulfilled, and to make a contribution. Ethics is not about doing your duty reluctantly, but rather asking the confronting question: what do I want to be remembered for?

Why global? More choice and cheaper pizza

Investing in global opportunities allows a portfolio to benefit from trends and industries that are not available in Australia, and even when a company is listed here, it may be cheaper overseas.

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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