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Edition: 177

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Edition 177

  • 14 October 2016

SMSF numbers continue to grow strongly, with new funds opening at the rate of about 3,000 a month. Their success is a surprise even to super's principal architect, former Prime Minister, Paul Keating. He wrote in the second edition of Cuffelinks, "I never expected SMSFs to become the largest segment of super. They were almost an afterthought added to the legislation as a replacement for defined benefit schemes."

When SMSF members head for the exit

We hear a lot about establishing an SMSF, but not much about exiting one. What are the options for SMSF members when the structure is no longer appropriate as a superannuation vehicle?

Court defends super death benefits from bankruptcy

Falling into bankruptcy is rarely a planned event, and can leave little to start over. Recent court decisions provide confidence that when Plan A fails, superannuation is a good Plan B.

US shares at new highs, but where's Australia?

Since the 1900s, share market returns for US and Australian investors have been similar over the long run, but lately, US shares have outperformed with the current tech boom. How about +66% versus -2% since 2007.

The future has arrived in Australia

US companies might be leading the global technological boom but there are also opportunities to invest in new Australian companies that are at the forefront of new technologies.

Behind the headline profit numbers

There's more to a company's profitability than the headline dollar figure. Measures such as return on equity, return on assets and profit margin can provide a much better and balanced perspective.

What to look for in a profitable turnaround

Turnarounds are not easy. As Warren Buffett said: "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is usually the reputation of the business that remains intact."

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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.

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

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. 

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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