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Edition: 160

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Edition 160

  • 17 June 2016

Both Assistant Treasurer, Kelly O'Dwyer, and Cabinet Secretary, Arthur Sinodinos, have indicated modifications to the superannuation proposals are possible in the drafting of the enabling legislation. Unfortunately, it's difficult to make plans for retirement when the final form of rules is uncertain.

The $1.6 million cap … an unlucky break for the lucky few

One consequence of the proposed super changes might be that keeping money in super is no longer the best option, especially due to new anti-detriment rules. There are many unexpected consequences now surfacing.

Top 10 hints for SMSF trustees before 30 June

Continuing our series on EOFY strategies, there are many things SMSF trustees should check immediately, with updated comments where relevant on the implications of the budget proposals.

Will roboadvice exterminate traditional advisers?

Roboadvice will increase the size of the advice market and bring vital tools to financial advisers, and while face-to-face advice will always have a role, some rationalisation will occur within the industry.

Digital disruption meets retirement incomes focus

A discussion about the leadership attributes needed to move the superannuation industry from its historical focus on accumulation to that of a whole-of-life approach with an emphasis on retirement outcomes.

Online broking: same game, different players, lower cost

Online brokers have traditionally been more consumer-focussed than their institutional competitors, but developments in fintech are forcing them to adapt and embrace innovation to stay on top of what consumers want.

An interview with Chris Cuffe

Chris Cuffe on gratitude, growing a business, the value of culture and the need for time and patience in investing - he says "Slow money is better than quick money."

Reader question: Are managed funds or LICs better in super or out?

Deciding whether managed funds or listed investment companies go better within super or out of it comes down to an investor's own preferences and situation. This comparison will help explain the differences.

Most viewed in recent weeks

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

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