12 July 2025

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Raising the GST to 15%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 Are franking credits hurting Australia’s economy?

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Edition: 168

1-7 out of 7 results.

Edition 168

12 August 2016

Every time a fund manager trades, there's a group of people receiving payments. While most investors check the management fee, few know how expenses such as custody fees, brokerage, bank charges and other transaction costs are charged. Some funds have 250% turnover a year, and with that comes costs passed on to the investor.

Five ways for investors to find true value

Craig Baker
11 August 2016
1

Comparing investments based on management fees alone ignores the value the manager may bring, and may also overlook hidden costs. Investors should be aware what other charges can be imposed on their savings.

Three risk measures provide a fuller LIC picture

Nathan Umapathy
11 August 2016
4

Instead of just looking at the historical returns of a Listed Investment Company (LIC), investors should also factor in risk measures such as beta, standard deviation and the Sharpe Ratio when assessing a LIC.

Low SMSF returns highlight value of retirement advice

Melanie Dunn
11 August 2016
6

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

Income inequality and a crumbling model for capitalism

Justin Braitling
11 August 2016
5

Rising bond and equity markets and increases in profit's share of GDP at the expense of labour have created greater wealth inequity, and the resulting political risks will unsettle markets.

SMSF asset allocation changes unexpected

Graham Hand
11 August 2016
5

A recent analysis of SMSF asset allocation shows a movement away from direct equities as trustees struggle to find value in the large caps, and the continuing popularity of cash despite low rates.

Response to Roger Montgomery on bonds

Warren Bird
11 August 2016
3

A counter-view on why bond yields are so low, and how the market can still use and interpret what bonds are telling us. Plus Roger responds that different opinions make a market, and that's good.

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Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Noel Whittaker
9 July 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

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

James Gruber
18 June 2025

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

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