Super funds fully recovered from sell-off

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Super funds have emerged from the recent market downturn in top shape, recovering from a string of losses suffered in late 2018 as investors regained confidence and share markets were... Read more continue reading

The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

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Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have... Read more continue reading

TAL equips advisers to better understand business insurance

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TAL, a leading Australian life insurance specialist, is running a series of national education workshops on business insurance advice to help financial advisers to better support their customers in this... Read more continue reading

Labor’s negative gearing policy – A market update

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SQM Research, Australia’s most recognised property investment research house, yesterday released a report into the likely housing market effects of The Labor Party’s proposal to change negative gearing, taking into... Read more continue reading

Can an SMSF be liable for foreign purchaser surcharge duty?

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John and Mary, a married couple, are members and individual trustees of their SMSF and their benefits in the fund represent 10% (John) and 90% (Mary) of the total value... Read more continue reading

SMSFs: Untouched by Hayne; Jumbo size; Unwinding LRBAs

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SMSFs suffer no pain from Hayne Two key issues on Superannuation from the Hayne Royal Commission were Agency Conflict and Invisibility of Fees (especially for no service). These two issues... Read more continue reading

5 steps women can take to lift their retirement confidence

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New research has found that women continue to lag well behind men in all aspects of retirement confidence and preparedness. The Qantas Super CSBA Retirement Confidence Index (RCI) is the only quarterly... Read more continue reading

ESG engagement driving major change in corporate practices

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Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments for Australian businesses. “Over the year we saw the... Read more continue reading

AMP monthly data reveals superannuation hot topics

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Accessing super and understanding the conditions for release was the key issue financial advisers helped their clients with last month, according to AMP’s technical superannuation adviser support team. Data from... Read more continue reading

What is collaborative intergenerational estate planning?

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Example 1: Planning while family is able to decide It’s estate planning which involves thinking outside the immediate family unit and looking at future generations. A key issue is in... Read more continue reading