Super Member Engagement Report – Members are paying close attention to super fund merger activity

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Key points 27% of members see merging with a larger fund as a positive outcome compared to 11% who see it as a negative. The majority are indifferent The few... Read more continue reading

Market commentary: Markets focussed on May CPI; Fed being given the benefit of the doubt

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1. Markets focussed on May CPI. Fed being given the benefit of the doubt but there is doubt! All eyes tonight on the May CPI report. The market expectation is... Read more continue reading

Hands off! Getting money back from a trustee

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What happens when a trustee places the beneficiary’s money into their own account? Trustees are under a multitude of responsibilities when it comes to managing the trust. One particularly important... Read more continue reading

The real assets roadmap to recovery

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Key Points We expect the ‘K’ shaped recovery to come full circle to a ‘V’ recovery as underlying property fundamentals across the board normalise and recover The real estate sectors... Read more continue reading

Fixed income animal spirits

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A common pain point amongst our clients in recent years has been the diminishing defensiveness associated with fixed income allocations and the expectation that future returns will be lacklustre. This... Read more continue reading

Blockchain will continue to innovate, disrupt several industries

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The Medici accounting ledger developed during the 1500s advanced Europe’s economic growth—now blockchain has the potential to launch a new, global digital Renaissance, transforming financial services, supply chains, healthcare, backend... Read more continue reading

Pension asset CGT exemption from NALI ends 30 June 2021

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From 1 July 2021, if a non-arm’s-length capital gain is made by a segregated current pension asset on or after 1 July 2021, it will be treated as non-arm’s length... Read more continue reading

Podcast 17: Could an increase in interest rates derail the housing market?

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The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen the... Read more continue reading

When it comes to ‘Your Future, Your Super’, focus on the basics: pay less tax and reduce fees

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Superannuation fund trustees facing the prospect of an annual performance test under the Government’s proposed Your Future, Your Super changes face a very difficult choice when selecting fund managers, says... Read more continue reading

Federal Budget 2021 – Super changes

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1. Budget 2021 super changes – overview The 2021 Budget can be summarised in one line – as a great budget for superannuation.  The Budget sets out major beneficial changes... Read more continue reading