17 August 2026

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Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Are you making these SMSF mistakes?Australia has saved $4.5 trillion for retirement. Here's what matters more Lithium's latest drop and what it means for ASX investors

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Edition: 192

1-7 out of 7 results.

Edition 192

3 March 2017

I presented yesterday on the superannuation changes to a group of retired bank officers, and their incisive questions showed they are aware of the rules, but struggling with the interconnected detail. The stark realisation hit that action is needed in the next couple of months.

What should you do next?

Roger Montgomery
2 March 2017
9

Sticking to a value-driven investment strategy is difficult in a market fuelled by hope and buoyant expectations. At what point should investors forego the equity market rally to prepare for a possible correction?

Post-Trump, have markets really changed much?

Is it better to position a portfolio with an over-reliance on economic growth expectations, or find companies winning market share, cutting costs, restructuring and acquiring independently of GDP hopes?

Harvard shows pitfalls of internal funds management

Jonathan Rochford
2 March 2017
2

Bringing funds management in-house is a popular move for large Australian super funds, but the potential problems have been highlighted by Harvard, an early pioneer of the practice, returning to outsourcing.

Reduce drawdowns by using Allocation Switch

George Bijak
2 March 2017
14

Allocation Switch is an asset allocation strategy that follows the profits instead of following the market, which arguably helps limit downside in the event of a market crash.

HNW asset allocation and advice trends

Graham Hand
2 March 2017
7

The 2016 Investment Trends High Net Worth Investor Report analyses the use of financial advice and a surprisingly steady asset allocation despite changing market forces.

Do new rules create incentive for single member SMSFs?

Rick Turner
2 March 2017
1

Unless all members of an SMSF or SAF are of the same age and have the same retirement goals, the new super rules look like complicating tax payments when one member is in pension and the other accumulation.

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