WSSA responds to Productivity Commission MySuper Review

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Fewer superannuation funds, reduced innovation and less competition within superannuation funds could be the future of superannuation in Australia if the Government chooses to go down the path of a... Read more continue reading

NowInfinity: Time to update your clients’ trust deeds  

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NowInfinity is urging advisers to review and update their clients’ trust deeds now in order to meet the new super reforms that will be effective from 1 July 2017. NowInfinity... Read more continue reading

Can an SMSF invest in gold?

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Gold jewellery and gold coins/medallions will certainly come under the stricter rules prescribed by SIS Regulations. A recent client enquiry led us to take a closer examination of the types... Read more continue reading

How to avoid unintended concentration risk

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Concentration risk can be defined as the risk of amplified losses that may occur from having a substantial portion of a portfolio in a specific investment, sector or asset class. The... Read more continue reading

Tax Effective Investing outside of superannuation – look no further than investment bonds

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Advisers and investors urged to look carefully at options outside of super Following changes to superannuation legislated in 2016, the Treasurer has been vocal in his view that superannuation should... Read more continue reading

Value or growth?

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One of the great investment debates centres on whether you should be a value or a growth investor. We believe there’s more than enough evidence to support the view that... Read more continue reading

Shedding light on the ATO’s new compliance approach

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Setting up a self-managed super fund (SMSF) can be quite daunting, especially since the responsibility for ensuring compliance with superannuation laws rests with the trustees of the Fund. As the... Read more continue reading

Is art appropriate for your self-managed superannuation fund?

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Art can be an attractive alternative investment, with many people buying it because of their passion and its scarcity. But, is it appropriate for your self-managed superannuation fund? Ordinarily we... Read more continue reading

Smart Defaults: why trustees dumping MySuper members in one investment bucket is no longer good enough in this digital age

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What would happen if you as a professional financial adviser placed all your clients in the same investment, regardless of amount involved or remaining human capital, for up to the... Read more continue reading

Proper planning is always key to a succession and estate plan

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Good estate planning is not only about the Will but in the detailed planning that goes into the other aspects of the estate to achieve the best outcome for your... Read more continue reading