19 August 2026

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Does your will qualify for the discretionary testamentary trust exemption?Are you making these SMSF mistakes?Lithium's latest drop and what it means for ASX investors Retirement spending is not one-size-fits-all Why have Australian living standards 'fallen' and how do we fix it?

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Edition: 147

1-7 out of 7 results.

Edition 147

18 March 2016

There's a daily guessing game underway on upcoming changes to superannuation regulations. Contribution limits, transition-to-retirement arrangements and tax thresholds appear in the spotlight. For anyone making major decisions about super, it might be worth a visit to an adviser sooner rather than later.

Real estate outlook: positive returns expected in challenging year

Adrian Harrington
18 March 2016
3

Given the strong returns from most real estate markets in recent years, investors are asking whether there is more upside potential in this cycle, and what is likely to do well.

The major weaknesses of LICs and managed funds

Graham Hand
18 March 2016
15

Promoters of different investment structures obviously extol the virtues of their own products and highlight the weaknesses of others. What's interesting is that a weakness can also be a strength.

Investing in the best long-term founders

Jason Sedawie
18 March 2016
2

The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.

Leadership skills of a crusading communicator

Jeremy Duffield
18 March 2016
2

One of the most important leadership skills to master is the art of communication. Superannuation industry leaders can learn much from the father of indexing, Jack Bogle.

Fundamental indexing over the cycle

David Bassanese
18 March 2016

Fundamental indexing is now well-established in Australia, but has recently underperformed cap-weighted indexes. What is the longer-term outlook and rationale?

Takeovers: what would 'The Gambler' do?

Hugh Dive
18 March 2016
2

When analysing the latest takeover offer, these timeless country music lyrics come to mind. Because each situation is different, you'll need to know whether to accept the offer, hold out for more, or just dump and run.

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Does your will qualify for the discretionary testamentary trust exemption?

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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
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Lithium's latest drop and what it means for ASX investors

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David Tuckwell
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Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Matt Werakso
22 July 2026

Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Shane Oliver
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The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Tony Dillon
22 July 2026

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