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Edition: 174

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Edition 174

  • 23 September 2016

The hottest topic now for anyone planning or managing their retirement is non-concessional contribution limits. The disquiet at the proposed $500,000 lifetime cap has been replaced by enthusiasm for the final opportunity to place a large amount into the tax-advantaged super system. Learn the new rules, make a precise calculation, watch the final legislation and act before 30 June 2017.

Morrison delivers a Costello supersize opportunity

The superannuation compromises announced on 15 September give a final chance for the wealthy to place large amounts in a tax-advantaged system. It's similar to the opportunity delivered 10 years ago to the day.

10 quick points on super reform for dummies

  • 22 September 2016
  • 2

Cut through all the political speak and hype with this simple checklist of proposed super changes (as they currently stand), but remember - these changes are yet to be legislated.

Five things bond investors are doing now

In challenging market conditions, bond investors use two main strategies to increase returns: investing for longer or increasing risk. This list highlights some of direct bond investing trends right now.

Achieving real returns in a low growth world

The 'lower for longer' mantra has become common, but investors can assess current market conditions to achieve decent returns after inflation, without taking on extreme levels of risk.

Smart automation provides competitive edge

Capital expenditure by companies towards technology and software-driven innovation is reducing labour costs and increasing efficiency when executed well.

Search these unique investing tools

Retail investors don't always have access to the sophisticated tools used by professional fund managers to conduct company research, so here are some readily available investing tools that require just an internet browser.

Revolution in Australian money markets: a tribute to Ellis Bugg

It was only a few decades ago when money market trading was settled by retired bank managers walking around the city holding cheques and negotiable securities. Ellis Bugg drove the automation we take for granted.

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.

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.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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.

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.

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

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