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3 July 2025
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series of national briefings, 31 Jul - 14 Aug, major cities.
ASX:VAS hits $20 billion: Australia’s largest ETF continues to lead the way.
RQI Investors launches new Long-Short Fund.
survey reveals implications of the 'Great Wealth Transfer'.
marks 25 years of Schroder Global Core active strategy with active ETF launch [ASX:CORE].
webinar: Division 296 tax update, 10 June 2025, $99.
Investment podcast with David Colosimo – June 2025.
documentary shows transformative changes underway in Australian gold mining.
In The Know podcast: The big issues for investors coming out of Washington
New SMSF trustees propel uptake of financial advice, but $1 trillion sector still has significant advice gaps.
wins Chant West Super Fund of the Year award.
The Ophir Opportunities Fund ranks number 1 performing Australian Small Cap fund over the last 1, 2, 3, 5, 7, 10 and 12 years.
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.
You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.
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.
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.
Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.