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18/08/2017 | 9:44 AM  Aside from a few high-profile misses, large-cap stocks are doing okay as FY17 reporting season passes halfway, says AMP Capital's chief economist Shane Oliver.

17/08/2017 | 9:13 AM  Managed funds are becoming less popular among self-managed super fund trustees, a new study from Investment Trends and Vanguard has found.

10/08/2017 | 4:09 PM  While SMSF trustees' market return expectations remain subdued, prolonged uncertainty is inspiring greater asset allocation activity, a Vanguard and Investment Trends study shows.

09/08/2017 | 3:53 PM  Australian retirees are faring considerably better than many, ranking sixth behind a handful of European countries and New Zealand, but well ahead of the US and UK, a multi-national study has shown.

09/08/2017 | 8:29 AM  Investing in emerging companies, through speculative equity crowdfunding platforms, unnecessarily adds to risk, says Townsends Business & Corporate Lawyers.

27/07/2017 | 9:58 AM  Having your SMSF own property that is leased to your business is a smart way to build wealth, says Omniwealth's Andrew Zbik.

24/07/2017 | 2:34 PM  Sydney's housing market is continuing to slow with the monthly growth in the price of a home down 1 per cent, latest auction figures show.

19/07/2017 | 9:00 AM  With Australia now facing its "inescapable demographic destiny" of an ageing population, the SMSF sector has been given a timely wake-up call.

17/07/2017 | 8:09 AM  A small error on your trust deed can be surprisingly nasty and a deed of rectification may be the only effective way of fixing the problem.

10/07/2017 | 8:07 AM  The start of the new financial year is a great opportunity for trustees to reflect on how they have progressed and what this means for their investment strategy and asset allocation.

06/07/2017 | 10:13 AM  A new report reveals the world's ultra-high net worth population grew by 3.5 per cent in 2016, though Australia's UHNW population grew at a slightly slower rate.

05/07/2017 | 11:48 AM  During a six-week sabbatical from her role as director of personal finance with Morningstar US, Christine Benz test drives retirement to come up with these 10 insights.

04/07/2017 | 10:28 AM  Navigating the specific challenges of investing in retirement requires careful attention, writes Dan Kemp, chief investment officer at Morningstar Investment Management in the US.

03/07/2017 | 2:23 PM  There are some common pitfalls that mean self-managed super fund trustees shouldn't go it alone entirely, says BT Financial Group's head of financial literacy, Bryan Ashenden.

03/07/2017 | 8:23 AM  Part two of Anthony Serhan's discussion of MyRetirement, the federal government's proposed structural response to retirement income and longevity risk.

29/06/2017 | 2:26 PM  The government's proposed structural response to retirement income and longevity risk has pros and cons, writes Anthony Serhan, Morningstar's managing director research strategy, Asia-Pacific, in the first part of a two-article series.

28/06/2017 | 3:38 PM  Global equities exposure propelled Australian corporate super funds to double-digit returns in the financial year so far, to the end of May 2017.

28/06/2017 | 8:15 AM  If an ATO interpretation is deemed to be correct, SMSFs will have to use more complex methods for calculating tax exemptions, according to Accurium.

27/06/2017 | 8:19 AM  With the latest rule changes set to commence, SMSFs have been given another reminder of the need for succession plans to be both legally effective and tax-efficient.

22/06/2017 | 10:41 AM  Trustees should ensure their SMSF balance is above $200,000 with funds to allow for a deposit of at least 30 per cent.

22/06/2017 | 9:34 AM  As children mature they increase their earnings capacity and can accelerate cash contributions, and this can be helpful when it comes to SMSF cash-flow management.

16/06/2017 | 11:14 AM  As retirement approaches, even the best-laid plans can go awry, as Tim Steffen tells Christine Benz, Morningstar US.

14/06/2017 | 10:48 AM  Strategic estate planning can help to reduce the risk of exceeding the transfer balance cap, according to Brian Hor at Townsends Business & Corporate Lawyers.

08/06/2017 | 12:39 PM  Default superannuation fund investment allocations significantly outperformed their member-customised equivalents, according to a five-year study conducted by Vanguard and Sunsuper.

08/06/2017 | 9:31 AM  It is possible for the non-concessional contribution to be effected prior to 30 June but an SMSF member who is considering this should get a move on.

05/06/2017 | 9:44 AM  Company analysis and financial market research can optimise the time investors spend managing their portfolio and improve investment returns.

05/06/2017 | 8:34 AM  Asset protection and tax effectiveness are key reasons to set up family trusts, but it's essential to maintain proper records to avoid being a target for the ATO.

31/05/2017 | 8:06 AM  It is essential that SMSFs have their trust deeds reviewed and revised to avoid being caught out following the upcoming superannuation changes on 1 July.

30/05/2017 | 8:46 AM  Just as you wouldn't want to jump in a taxi (or Uber) driven by an unlicensed driver, you shouldn't trust an SMSF accountant without an Australian financial services license.

29/05/2017 | 8:51 AM  Individuals, government, and financial services organisations are grappling with a core challenge presented by Australia's ageing population--how they will fund their retirement.

25/05/2017 | 12:09 PM  Some retirees would be left in a worse financial situation by the home downsizing provisions announced in Budget 2017, says a wealth manager from accounting and financial planning firm HLB Mann Judd.

23/05/2017 | 8:20 AM  In the coming decades, an increasing number of older and more vulnerable individuals will have an SMSF, according to the Australian Law Reform Commission.

18/05/2017 | 8:44 AM  It seems that "fair" and "equal" have different meanings in the eyes of the law, according to SUPERCentral's Brian Hor.

16/05/2017 | 10:03 AM  There are a multitude of short and long-term factors to consider for those retirees affected by $1.6-million transfer balance cap.

10/05/2017 | 7:59 AM  The High Court's decision on when a taxpayer meets a necessary residency test has implications for members of SMSFs who travel overseas.

07/04/2017 | 8:08 AM  What happens if directors of a corporate trustee need to sign off on decisions concerning them as members if they are overseas?

06/04/2017 | 8:02 AM  Super remains the most tax-effective way to build retirement savings and it will now be easier for employees to make tax-deductible contributions in the future.

05/04/2017 | 11:31 AM  In recent years, Australian superannuation funds have been increasing the amount of control they offer members, and robo-advice is part of furthering this objective.

03/04/2017 | 8:08 AM  Gold jewellery, and gold coins and medallions, are certain to come under the stricter rules prescribed by SIS Regulations, according to Townsends Business & Corporate Lawyers.



Earnings season FY17 mixed bag so far Self-managed super is not Do-it-yourself How to guard against retirement threats
Earnings season FY17 mixed bag so far Self-managed super is not Do-it-yourself How to guard against retirement threats

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