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Edition: 143

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Edition 143

  • 19 February 2016

The next Federal Budget is expected on Tuesday, 10 May 2016, giving us three months of superannuation speculation. Some budget evenings are uneventful, while others are spectacular, such as in 2006 when the tax on pensions and lump sums for those over 60 was abolished.

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?

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Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are franking credits worth pursuing?

Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

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