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Edition: 254

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Cuffelinks Newsletter Edition 254

  • 18 May 2018

SMSF strategies if imputation refunds lost, a super EOFY deduction, 7 EOFY tips, Royal Commission suitability, Budget income, bank scorecard and more.

Four SMSF strategies if imputation credits rules change

When rules are changed, behaviour changes as well. A future Labor government should not be surprised when SMSF trustees and self-funded retires minimise the impact of the removal of imputation credit refunds.

A super new opportunity for EOFY 2018

Many people are overlooking the rule that allows anyone eligible to make a super contribution to claim it as a personal tax deduction, but make sure you follow the rules and meet the deadline.

The top seven EOFY superannuation tips

End of financial year is fast approaching, but you can get ahead of the game with these seven superannuation tips, including a way for a couple to put $800,000 into super in coming months.

New investment suitability rules must flow from Royal Commission

‘Suitability’ of financial advice is something unlikely to be addressed by the Royal Commission, but its adoption and regulation is crucial to the improvement of the wealth management industry.

Budget's focus on retirement’s next challenge

The latest budget has shone a spotlight on the need for super funds to better consider and support members’ retirement outcomes once they move into the decumulation phase.

Bank reporting season scorecard: May 2018

Our regular check on the 'star' performances from the Australian banks' May 2018 reporting season in the face of low credit growth, increased regulatory scrutiny and the sales of insurance and wealth management divisions.

Trump’s tariff proposals benefit global infrastructure

Tariffs are often seen as a negative for global trade. However, for road, rail, and port operators, tariffs may only re-calibrate origins and destinations. Political risk and the typically short life of a tariff also need to be considered.

How much industry knowledge does a board member need?

A reader responded with detailed comments on the need for board members and the Chair to have relevant expertise in the company's industry. Please join the debate.

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Unexpected results in our retirement income survey

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Six COVID opportunist stocks prospering in adversity

Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.

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