BetaShares Australian ETF Review: 2016 Review

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The Australian ETF industry broke records in both funds under management (FUM) and trading activity in 2016, despite the high levels of market volatility and uncertainty in the broader macro... Read more continue reading

Who should be the Appointer of a family trust?

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When completing an instruction form for arranging a new family trust for a client, it is very likely that the form will ask the question – Who do you want... Read more continue reading

The big rewind

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Two investment experts from Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, share their insights about 2017. In this article, Bill Priest, CEO and... Read more continue reading

Can a member still bring forward their non-concessional cap?

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The introduction of the new $1.6M cap has changed the game for members wanting to make contributions in advance – so-called ‘bring forward’ contributions. The legislation not only introduces eligibility... Read more continue reading

What is a ‘fixed trust’ and why do I need to know?

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Whether a trust is a fixed trust or not has significant taxation implications. In relation to tax losses, if the trust is not a fixed trust it will have more... Read more continue reading

Who will be affected by the new pension changes?

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On 1st January 2017, the Australian Government implemented changes to the assets test used to calculate pensions. These changes include imposing new asset limits and will not affect everyone, but... Read more continue reading

CommSec Research. China: Trade surplus but exports slide

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China trade China trade data: The trade surplus narrowed from US$44.61 billion to US$40.82 billion in December (forecast US$46.5 billion). Exports were down 6.1 per cent over the year (forecast:... Read more continue reading

Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old?

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Begin as you intend to end. When it comes to SMSF’s, exiting at the right time and in an orderly fashion can often be a difficult decision to make for... Read more continue reading

Inflation, bonds and Donald Trump

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In the run up to the US election last month, there were many predictions published as to how markets would respond. The fact that Dow Futures were down over 600... Read more continue reading

The important factors in smart-beta investments strategies

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According to IOOF, in the current low return environment, clients are putting pressure on fees while still seeking returns above the benchmark. Fund managers have responded with new lower-cost products... Read more continue reading