Related party loan to SMSF – when is a loan not a loan?

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John is the sole member of his SMSF and is the sole director of the fund’s corporate trustee. After seeking financial and tax advice on the benefits of owning a... Read more continue reading

Franking credit opportunity before 30 June for share fund investors

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The end of this Financial Year presents savvy Australian share fund investors with the opportunity to top up their franking credits pool and reduce their tax bill. Franking credits collected... Read more continue reading

The fourth pillar of retirement funding

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Australia’s retirement income policy has been traditionally framed as having three pillars: superannuation, non-superannuation savings and the Age Pension. However, for many Australian baby boomers these three pillars provide inadequate... Read more continue reading

TAL seeks to highlight the ‘human’ side of life insurance support in new brand campaign

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TAL, a leading Australian life insurance specialist, has launched a new brand campaign this week aimed at changing the way Australians view the role of life insurance. The campaign, which... Read more continue reading

Brace yourselves: A claim against your Will is coming

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It seems that along with dragons and Westeros, the idea that a person has substantial discretion in how to gift their estate on their death is a myth. Those left... Read more continue reading

AFI bond managers strongly positioned to navigate unchartered territory

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In an environment where macroeconomic and geopolitical uncertainties have weighed heavily on investor sentiment, Australian Fixed Interest (AFI) bond managers have continued to demonstrate their resilience and produce strong risk-adjusted... Read more continue reading

Changes to Pensioners Loan Scheme set to boost retiree bank balances

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Federal government changes to the Pensioners Loan Scheme allowing retirees to boost their income through a reverse mortgage on the family home are about to come into effect in the... Read more continue reading

The nine most important things I have learned about investing over the past 35 years

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My nine most important lessons from investing over the past 35 years are that: there is always a cycle; the crowd gets it wrong at extremes; what you pay for... Read more continue reading

Integrity Life urges Australians to check their life insurance cover ahead of July 1 super changes

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Australian life insurer, Integrity Life, is urging Australians to check their life insurance cover inside superannuation before the enforcement of new laws on 1 July 2019. As part of the... Read more continue reading

Pengana WHEB sustainable investing report shows positive impact of investments

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Pengana Capital Group Limited (ASX: PCG) has released the latest Pengana WHEB Sustainable Investing Impact Report ‘Prosperity with Purpose’, which quantifies the positive impact associated with investing in companies that... Read more continue reading