SMSFs and tax

From

With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs... Read more continue reading

UniSuper commits over 600 million to Macquarie Renewables Fund

From

UniSuper, the $135 billion superannuation fund open to all Australians, today announced it has committed up to USD400m to Macquarie Green Energy and Climate Opportunities Fund (MGECO), investing in the... Read more continue reading

Australian Ethical reaches milestone of $10 billion funds under management, as its growth trajectory continues apace

From

Managing Director John McMurdo said yesterday: “Australian Ethical is delighted to have achieved a significant milestone this quarter, with FUM reaching $10 billion. “We’ve seen another quarter of positive flows... Read more continue reading

Bonds are back!

From

Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the... Read more continue reading

Investors must look through inflation to focus on bigger picture themes such as growth scarcity in global equities

From

While US inflation concerns and breakout stocks such as Nvidia are currently hogging the limelight in global equity markets, broader growth opportunities are currently scarce and could have more influence... Read more continue reading

Russell Investments launches its first active multi-strategy global shares ETF in Australia

From

Global investment manager and solutions provider Russell Investments has today launched its first multi-strategy exchange-traded fund (ETF) in Australia, providing investors with access to an actively managed portfolio of international... Read more continue reading

2024/25 key super thresholds

From

1. Concessional Contribution Cap – $30,000 (previously 23/24 financial year was $27,500) Concessional contributions are superannuation contributions in respect of which a tax deduction has been claimed whether those contributions... Read more continue reading

Super balances see continued growth in March   

From

Super funds once again delivered a boost to members in March with another month of investment gains. Leading superannuation research house SuperRatings estimates that the median balanced option generated a... Read more continue reading

Franklin Templeton launches two flagship active ETFs on ASX

From

Franklin Templeton is proud to announce the launch of two active Exchange Traded Funds (ETFs) on the Australian Securities Exchange (ASX). This opens new avenues for Australian investors to diversify... Read more continue reading

Investing targeting four key equity factors delivers long-term outperformance

From

An equity portfolio built with shares displaying value, momentum, low volatility and quality characteristics will likely outperform a traditional portfolio tracking a market-capitalisation weighted index over the long term, according... Read more continue reading