Super tax changes will cost retirees

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The possibility for government to increase superannuation taxes in response to the ballooning budget deficit caused by COVID-19 could severely hurt member balances at retirement, according to a research note... Read more continue reading

Ethical investing leads to more winners

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Taking an ethical stance with your investment choices doesn’t condemn you to under-performance. While there’s a long-held misconception that ethical investors pay dearly for the privilege of favouring companies committed... Read more continue reading

SMSFs and derivatives – a potential diversification option

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Investing in derivatives has been one of the popular investment options for savvy investors. As the ATO has been posing the question to some SMSF trustees whether their investments are... Read more continue reading

Commonwealth Superannuation Corporation invests in mental health

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One of Australia’s largest super trustees, Commonwealth Superannuation Corporation (CSC), has announced its partnership with workplace mental health organisation SuperFriend, effective 12 August. CSC is trustee for 11 super funds, collectively managing around... Read more continue reading

Plan calls for sustainability goals to drive COVID-19 stimulus

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Leading sustainability and fair trade organisations have outlined a plan for regional and global recovery from the COVID-19 crisis aimed at reducing inequalities and building a more resilient economic future.... Read more continue reading

Few clues in reporting season on future market recovery

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While the market appears to be pricing in a recovery in the next year or two, the overriding theme from reporting season was one of ongoing caution and uncertainty, said... Read more continue reading

COVID-19 rent deferral IHA relief

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The ATO has issued draft SPR 2020/D2 which when registered will exempt SMSFs that allow a rent deferral to a related party tenant from the in-house assets (“IHA”) provisions in... Read more continue reading

Having a direct say over your ethical investments

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Ethical investment has been discussed in news articles, financial advice industry publications and, in my personal experience, discussions with clients about how to manage their wealth. The Responsible Investment Association... Read more continue reading

Now is not the time to ignore alternative investments

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The global outlook from a fundamental economic standpoint is clearly one of a high degree of risk.  Yet, the price for all forms of risk assets seems to continually defy... Read more continue reading

ETF Securities hits $3 billion in funds under management 

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With the Australian ETF industry touching an all-time high of $67.2 billion in funds under management (FUM) in recent weeks, ETF Securities has announced it has surpassed $3 billion in... Read more continue reading