30 June 2025

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Australian house prices close in on world record The case for the $3 million super tax 7 examples of how the new super tax will be calculated The revolt against Baby Boomer wealth Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

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Edition: 165

1-7 out of 7 results.

Edition 165

22 July 2016

As the dust settles on last financial year, the updated performance numbers of local and global asset managers are surfacing. Less-experienced investors whose portfolios have barely kept pace with inflation can take heart. Many of the most sophisticated professionals are also struggling.

Lessons from recent results of CalPERS, Buffett and super funds

Graham Hand
21 July 2016
9

Major institutional asset managers struggled to meet their long-term return objectives last year, and conditions are not expected to improve. But the market usually throws up opportunities to outperform.

Innovation offers opportunities for investors

Dawn Kanelleas
21 July 2016
1

There are plenty of innovative companies out there, but sustained success needs barriers to entry, strong distribution, marketing and research budget and product differentiation.

Wealth managers need to focus on what clients really want

Antoinette Elias
21 July 2016

Success in wealth management requires meeting client demands for performance, engagement and trust. There are key areas where established businesses are out of step with client expectations.

10 reasons for poor hedge fund performance

Adam Parker
21 July 2016
3

The major hedge fund index has performed poorly in the last few years, and there are reasons why hedge funds might find excess returns elusive for a while longer.

Why Australian investors use offshore funds

Craig Stanford
21 July 2016
3

There are legitimate reasons to use an offshore financial centre, which should not be confused with a tax haven where data is withheld from tax or regulatory authorities in other countries.

SMSF accountants and the unexploded grenade

Gordon Mackenzie
21 July 2016
8

The accounting profession has been sold a pup by the ASIC licensing rules which allow accountants to advise on SMSFs. It's a different business model requiring full financial risk and due diligence analysis.

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Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

James Gruber
21 May 2025

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

Harry Chemay
28 May 2025

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

ASFA
18 June 2025

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

James Gruber
11 June 2025

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Meg Heffron
4 June 2025

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

John Abernethy
28 May 2025

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