SuperConcepts first to market with new reporting capability

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SuperConcepts continues to lead the way in SMSF administration with the launch of new Transfer Balance Account Report (TBAR) functionality on its SuperMate platform. A first for the market, the... Read more continue reading

Reversionary TRISs – Government acts to resolve issue

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The Government has now moved to resolve the issue of reversionary TRISs, which has been dragging on since 1 July 2017 when the “Fair and Sustainable Superannuation” changes commenced. The... Read more continue reading

Shorten’s proposal will have proportionally greater adverse impact on retirees with small balances than retirees with multi-million $ balances

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Mr Shorten’s proposal announced this week that cash refunds of excess franking credits should be scrapped will have a greater proportionate adverse impact on a retiree with a $500,000 balance... Read more continue reading

Australian ETF investors get younger as the fast-growing industry enters the mainstream

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Leading Australian ETF Manager, BetaShares, in partnership with research specialist Investment Trends, release findings of their annual ETF Report. ETF assets under management and investor numbers in Australia continue to grow... Read more continue reading

Further developments on double stamp duty provisions for SMSF borrowing to buy property in NSW

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Last year in September we wrote about changes to section 18 of the NSW Duties Act which appeared to provide more flexibility to SMSFs borrowing to buy investment property and... Read more continue reading

Back to the future: the return of the ‘old normal’

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Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets following the re-emergence of inflationary pressures. He looks to the... Read more continue reading

Going up – what high inflation means for listed real estate

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Markets were roiled in February as investors worried that higher wages will lead to accelerating inflation. Bond yields acted accordingly. So, if higher inflation was to return, how would real... Read more continue reading

Why claims SMSF borrowings are a danger to the financial system are misleading

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Once again, I have read claims that the ability of SMSFs to borrow money to buy property are a danger to the financial system and investors with SMSF are at... Read more continue reading

Driverless cars create infrastructure investment opportunities

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Driverless cars will eventually dominate the world’s roads but widespread adoption isn’t imminent and there continue to be opportunities for investors in the road sector, according to AMP Capital’s Global... Read more continue reading

Mortgage broker says 3% mortgage still possible

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Mortgage broker James Grima says it still possible for borrowers to secure mortgage rates that start with a ‘3’. Mr Grima said that sub 4% interest rates are possible if... Read more continue reading