All Articles tagged with 'Phil La Greca'

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SMSF cash balances fall as trustees turn to equities

From SuperConcepts

Cash balances decreased significantly during the last quarter of 2017 as trustees invested their cash holdings into the Australian and international equity sector, the latest SuperConcepts SMSF Investment Patterns Survey shows.

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27 Feb 2018

Benefit payments rise dramatically ahead of July 1 super changes

SMSF trustees looking to take advantage of the current rules around non-concessional caps have significantly increased benefit payments, according to the latest SuperConcepts SMSF Investment Patterns Survey. In the March

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18 May 2017

SMSF contribution levels almost triple in response to super changes becoming law

SMSF trustees looking to make the most of the current rules have significantly increased contributions, according to the latest SuperConcepts SMSF Investment Patterns Survey. In the December 2016 quarter contribution

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15 Feb 2017

SMSF trustees turn to hybrids as an alternative source of income

From SuperConcepts

With interest rates at an all-time low, SMSF trustees looking for income returns have increased investment in hybrid securities, according to the latest SuperConcepts SMSF Investment Patterns Survey. In the

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04 Nov 2016

SMSF trustees ditch equities in favour of property and cash

From SuperConcepts

SMSF trustees have diversified away from international and domestic equities, instead favouring property investments and opting to hold more in cash reserves, according to the SuperConcepts SMSF Investment Patterns Survey.

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05 Aug 2016

SMSF trustees benefit from selling down top stocks

SMSF trustees have continued to reduce their exposure to the ASX’s top 10 stocks by market capitalisation as they maintain their search for greater yield and capital growth, according to

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12 May 2016

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]