19 September 2025

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Maybe it’s time to consider taxing the family home Supercharging the ‘4% rule’ to ensure a richer retirement Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are franking credits worth pursuing?

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Edition: 156

1-8 out of 8 results.

Edition 156

20 May 2016

I thought I understood the consequences for me of the proposed changes to superannuation, but this week I received a shock. It has nothing to do with the $1.6 million transfer cap nor the $500,000 non-concessional cap. Olivia Long explains how the proposed changes to transition-to-retirement rules will hit thousands of you in a way nobody else has covered.

Retrospectivity ain’t what it used to be

Graham Hand
20 May 2016
47

In recent months, both sides of politics have explained what they mean by 'retrospective' changes to policy, and their new superannuation rules fall into their own definitions.

Workers reaching 60 face super shock

Olivia Long
20 May 2016
16

Among the Budget's proposed super changes, little has been said about the broad impact of the new transition to retirement rules. Those who intend working beyond the age of 60 may now pay tax on their entire balance.

SMSF assets will not need segregating

Doug McBirnie
19 May 2016
9

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

Zip your wallet against economic forecasts

Roger Montgomery
19 May 2016
6

Given how difficult it is to forecast statistics such as GDP, employment or inflation, investors should ignore macroeconomics. Even if forecasts were accurate, they are not very useful for valuing shares.

Fear factor should start the hunting season

Peter Thornhill
19 May 2016
26

The current level of fear in the market could be signalling a downturn or even another GFC. Investors should remember the lessons from the last crisis, and be in a position to take advantage of the next one.

The value of wealth management for Australian banks

Hugh Dive
19 May 2016
1

The wealth management businesses of major banks may be efficient uses of their capital, but it comes with scrutiny of the vertical integration model and culture risks. There's increasing focus on whether it's worth having.

Rules can change, but the final score still matters most

Tony Hansen
19 May 2016
2

Although the proposed changes to superannuation might be worryingly detrimental to retirement outcomes, super will remain the most tax-effective retirement saving vehicle for the majority of people.

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Most viewed in recent weeks

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.

Peter Siminski, Roger Wilkins
20 August 2025

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.

James Gruber
13 August 2025

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.

Harris Kupperman
27 August 2025

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.

James Gruber
27 August 2025

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.

Geoff Warren
13 August 2025

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.

James Gruber
10 September 2025

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