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Edition: 143

1-7 out of 7 results.

Treasurer wants super fixes, then stability

Treasurer Scott Morrison firmly ruled out the introduction of new superannuation taxes on incomes in retirement, but other changes on concessions and negative gearing can be expected in the Budget.

Taxation reform: is Canberra serious?

Major reform of Australia's tax laws hits a hurdle when opposition builds to unpopular policies. We have lost the ability to explain and advocate for change, especially when you look at global comparisons.

Learning from my investment mistake

Even the experts can slip up sometimes with insufficient diligence when making investment decisions, but it's important to self-assess mistakes to avoid a repeat experience.

ATO perspective: ‘only’ 2,184 SMSFs have assets over $10 million

Commissioners, Chris Jordan (ATO) and Greg Tanzer (ASIC), gave an update on compliance and regulatory issues for SMSFs at the SMSF Association National Conference in Adelaide today.

There’s still time for some SMSFs to use 'anti-detriment' provisions

Superannuation's anti-detriment provisions may be abolished as part of the government's upcoming budget. It's worth checking whether your own circumstances can take advantage of these rules.

Ten rules for more effective ETF investing

This ease with which retail investors can now invest in Exchange Traded Funds should not disguise the need to follow some simple rules for better execution and improved prices.

Smart beta: watch the details

Non price-weighted index investment strategies, commonly dubbed 'smart beta', are growing in popularity, but as one fund can be structured differently from the next, are there any features to watch out for?

Most viewed in recent weeks

Welcome to Firstlinks Edition 433 with weekend update

There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.

  • 11 November 2021

Why has Australia slipped down the global super ranks?

Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.

Welcome to Firstlinks Edition 431 with weekend update

House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?

  • 28 October 2021

How to help people with retirement spending decisions

Super funds will soon be required to offer retirement income strategies for members in decumulation. With uncertain returns, uncertain timelines, and different goals, it's possibly “the hardest, nastiest problem in finance".

Tips when taking large withdrawals from super

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

“Trust your instinct” Hamish Douglass in conversation with Sir Frank Lowy AC

Sir Frank shares his story, including his journey from war-torn Europe, identifying opportunities, key character traits necessary for business success, and the importance of remaining paranoid yet optimistic.

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