18 October 2026

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It’s time for LICs to die Testamentary trusts survived the trust tax. The drafting battle has just begun.Is it time to bail on Australian stocks?The new capital gains tax trap for your portfolio How the typical Australian Family could save $844,350 in taxes

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Edition: 201

1-9 out of 9 results.

Edition 201

12 May 2017

Compared with the superannuation carnage of last year's Budget, 2017 was relatively mild, with two changes which are likely to have a marginal impact. We take a look at the fine print, plus several of our sponsors have provided more detailed Budget reviews below.

Budget super changes impact at the margins

Graham Hand
11 May 2017
4

Budget 2017 outlined two changes to superannuation rules, both in an attempt to improve home affordability. One makes a small reduction in the tax burden for savers, while the other allows more money into super.

Market’s big names weigh into index debate

Graham Hand
11 May 2017
3

The distinction between active and index management is increasingly blurred, while active managers as a group face large outflows and struggle to justify their fees. There are big players on both sides.

Index funds lack checks on stocks they buy

Roger Montgomery
11 May 2017
9

The economics of Australia’s biggest listed companies will not turn significantly more positive in the next 10 years. Don’t expect the large cap-weighted indices to produce returns any better.

Active versus passive: there’s more to it

Leah Kelly
11 May 2017
2

Long gone are the days when 'passive' investing meant simply replicating a cap-weighted index, especially with the surge in 'active' and 'factor-based' funds such as smart beta. We need more nuanced definitions.

How to preserve estate money in super

Mark Ellem
11 May 2017
2

The transfer balance cap affects the amount of a deceased member’s benefits that can be paid to the surviving spouse as a pension or income stream, but there’s a way to retain it in the super system.

Managing for retirement income

Jim Parker
11 May 2017

Latest thinking on retirement in the US devises a risk management strategy that allocates assets in a trade-off between growth assets versus more conservative 'risk management' assets.

Productivity Commission: super efficiency but at what cost?

David Bell
11 May 2017
1

Government-sponsored reviews often focus on costs and efficiencies because they are easier to measure, but far greater gains can be made if the super system is encouraged to innovate, even if it comes with costs.

Not all equity income funds are the same

John Moore
11 May 2017
1

Equity income funds have been popular but they come in many different guises, and investors should know about the market exposure and the use of options strategies.

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Most viewed in recent weeks

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
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Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
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Is it time to bail on Australian stocks?

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Marcus Padley
9 September 2026

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

Shani Jayamanne
16 September 2026

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Abbey John
23 September 2026

The housing slide could become a crash

House prices are sliding across Australia, yet the most dangerous ingredient for a housing crash is still missing. If job losses surge amid growing economic risks, today's correction could become a historic property downturn.

Michael Collins
23 September 2026

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