Michael Hallinan reviews recent superannuation changes

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Six member SMSFs finally arrive Why have a 6 member SMSF? A 6 member SMSF may be relevant to situations where a parent or a couple have children who are... Read more continue reading

Australian investors’ optimistic outlook reflects mild COVID-19 experience, according to 2021 Natixis Global Survey of Individual Investors 

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In post COVID markets, Australian investors are optimistic about maintaining above 13% returns from well-diversified investment portfolios, however they will need guidance from financial professionals to balance their desire for safety... Read more continue reading

Inflation spike brings capital preservation pain for income investors

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The rise in global inflation is making it harder for income investors to preserve capital, according to a fixed income expert. Investors may need to look for cash alternatives as... Read more continue reading

Inflation: transitory or persistent?

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“The big talking point in the market at the moment is inflation. Over the last 40 years inflation has been generally contained within or below the targets we have seen... Read more continue reading

SMSFs transacting with former spouse, cousins or friends

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A question we get from time to time is whether the trustee(s) of an SMSF can enter into transactions with a fund member’s former spouse whether the transaction is a... Read more continue reading

Superannuation changes from 1 July set to boost retirement savings of millions of Australians

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Leading superannuation provider Colonial First State is encouraging Australians to make the most of the 1 July changes to super, saying the planned super guarantee (SG) increases as well as... Read more continue reading

Super funds deliver over $300 billion to members in FY2021

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Super funds set to finish the financial year on a high SuperRatings has released preliminary performance figures for superannuation fund performance for the period to 30 June 2021, with member... Read more continue reading

A tale of two hemispheres: Economic recovery from COVID-19

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While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less... Read more continue reading

The impact of transfer balance cap indexation

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Starting 1 July 2021, the transfer balance cap (“TBC”) will be indexed from $1.6 million to $1.7 million (“Indexed TBC”). Although this change sounds like good news, it does come... Read more continue reading

Precious metals show their mettle as inflation fears rise

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Precious metals prices have risen by around 10% in the past three months, as investors turn to alternative assets in the face of ongoing concern about a re-emergence of high... Read more continue reading