Latest News

Ignore the crowd and focus on your game plan

US elections, daily pandemic updates, and political scandals dominate the news headlines. In this world of hyper-connectivity and a constant flow of information, investors must be focused on their game plan and learn to tune out the noise of the crowd. As we witnessed during October’s grand final, discipline is the key to success. Markets...

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Monitoring super performance critical in light of new measures

While the government has announced plans to increase governance over the performance of super funds, super members will still need to actively monitor the performance of their fund to avoid being stapled to an underperforming one, says a mid-tier firm.

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What millennials are thinking about investing and retirement

Vanguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.

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Majority of retirees expected to fall short on retirement savings

  Recent research has revealed that more than half of retirees are projected to fall short of their desired retirement income level by more than 10 per cent, says Russell Investments.  

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Capital preservation front of mind for SMSF returns

  SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager.  

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Comprehensive list of COVID-19 initiatives and packages.

  The response by our Governments to the COVID-19 crisis has been a very good one.  Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began.  

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How your coming tax cut could pay off

  Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.  

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Related party purchases must be clean

  Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.  

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Most SMSFs are still poorly diversified

  Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.  

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Lenders are getting tougher on older borrowers

  Australian banks this month started the largest ever customer contact program in the industry's history.  

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Estate planning opportunities highlighted with work test changes

  With the work test changes for over-65s opening up opportunities for recontribution strategies, clients may be able to even up balances and adopt tax strategies for estate planning, particularly once the bring-forward measure is passed, says a technical expert.  

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How to construct an effective portfolio

  Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant.  

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