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Articles from: SMSFs' wish list for Santa to Seven Group's profit falls 10pc

SMSFs' wish list for Santa

Author: Olivia Long
Date: 16 Dec 2013

I'm no different to most people - once I start to see those Christmas decorations going up I quickly get into the festive mood and my mind starts to think of what I want from Santa

SMSFs' real dilemma with property

Author: Christine St Anne
Date: 03 Oct 2013

The debate about self-managed superannuation funds (SMSFs) and property investment intensified this week

SMSFs may be underexposed to global markets

Author: Glenn Freeman
Date: 30 Jun 2016

"We have a sector we believe is massively out of step with the accepted theory on asset diversification," he says

SMSFs and property: A fatal mix?

Author: Anthony Fensom
Date: 29 May 2015

Surging property prices in Sydney and Melbourne have attracted the attention of regulators, worried about the potential fallout from markets overheating

SMSF trustees travelling overseas may need company power of attorney

Author: Natasha Ng
Date: 07 Apr 2017

What happens if they, in their capacity as directors of the corporate trustee, need to sign off on decisions concerning them as members but they are overseas? This is a very common scenario and therefore it is very important that if the trustee of your fund is a company that the company appoints a company power of attorney in anticipation of this type of situation.

SMSF trustees need to go global, says head of Magellan

Author: Glenn Freeman
Date: 15 Sep 2016

"SMSFs and self-directed investors generally are dramatically underweight global equity

SMSF trustee responsibilities and obligations

Author: Kathy Evans
Date: 13 Jan 2016

I recently commented on the importance of choosing the right trustee structure when establishing a self-managed upper fund (SMSF)

SMSF trust deed traps

Author: Peter Townsend
Date: 22 Oct 2015

The peace of mind of a retiree happily taking a pension from their self-managed superannuation fund (SMSF) could be shattered by the news that their pension was in fact not commenced properly and that both they and their fund owe the tax office a lot more money

SMSF sector reaches tipping point

Author: Rachael Micallef
Date: 14 May 2013

Self-managed super funds (SMSFs) have reached a "tipping point," with drawdowns likely to exceed growth in the sector over the next 10 years, according to DEXX&R's May Market Projections report

SMSF outperformance: lessons for investors

Author: Anthony Fensom
Date: 24 Sep 2015

Self-managed super funds (SMSFs) have continued their rise, with the number of SMSFs swelling to 557,000 and with total assets of $590 billion in the year to June 2015, both up around 6 per cent

SMSF investors boost exposure to managed funds

Author: Rachael Micallef
Date: 13 May 2013

Self-managed super fund (SMSF) trustees have boosted exposure to managed funds in the wake of continuing interest-rate drops

SMSF exposure to residential housing raises concerns

Author: Nicki Bourlioufas
Date: 28 Mar 2017

There has been increasing talk about a housing bubble in Australia

SMSF establishment rates drop

Author: Katarina Taurian
Date: 28 May 2013

Establishments of self-managed super funds (SMSFs) have decreased significantly, according to the Australian Taxation Office's (ATO) Self-Managed Super Fund Statistical Report for March 2013, but the SMSF Professionals' Association of Australia (SPAA) is not concerned by the data

SMSF assets will not need segregating

Author: Doug McBirnie
Date: 23 Jun 2016

But the changes highlight how a self-managed superannuation fund (SMSF) may be well-placed to take advantage of the changes by providing retirees with the ability to plan and manage their tax settings in a single vehicle

SMSF assets fall as shares slide, property on the rise

Author: Nicki Bourlioufas
Date: 29 Jun 2016

But property and cash deposit exposures grew, reflecting a flight to the perceived safety of these asset classes

Small, mid caps to outperform

Author: Lesley Beath
Date: 11 Mar 2014

Overview

Small caps face unknown in 2016

Author: Nicki Bourlioufas
Date: 15 Feb 2016

Australian small-cap stocks had a good year last year, with the ASX Small Ordinaries Index returning 10.2 per cent, with the hefty gains of Blackmores (BKL) a key example of a large gainer, while the S&P/ASX 200 returned just 2.6 per cent

Slightly more benign prognosis

Author: Simon Doyle
Date: 21 Mar 2016

The uncertainty inherent in global markets was apparent in February with the "risk-off" trade that characterised the start of the month, reversing towards month end

Sizing up the global economy

Author: Bill Gross
Date: 17 Sep 2015

Size does matter you know

Sit back and wait for the signal

Author: Lesley Beath
Date: 14 Mar 2016

Overview

Silver linings shine in China's risks

Author: AllianceBernstein
Date: 25 May 2016

In our experience, the key to understanding economic and financial events in China lies in analysing how three factors intersect with, and influence, each other

Signs the US recovery is solid

Author: Rick Rieder
Date: 22 Jul 2015

Many market observers lately have been making some pretty pessimistic evaluations of the US economy, declaring that it's stagnating and soft

Show me the money

Author: Bill Gross
Date: 14 Mar 2017

"School days" inexorably continue at the Gross household, not just because of grandchildren, but because of the necessity to teach my own kids the complexities and pitfalls of investing

Show me the incentive, I'll show you the outcome

Author: Martin Conlon
Date: 09 May 2017

"Show me the incentive and I'll show you the outcome." Charlie Munger's quip is typically insightful and relevant to many of the ructions currently facing the domestic economy and a number of the key sectors within it

Should we be wary of selling in May?

Author: Lesley Beath
Date: 06 May 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Should the AGM be abolished?

Author: Christine St Anne
Date: 10 May 2013

The bulk of questions at Westpac's (WBC) annual general meeting (AGM) last year focused on customer service

Should investors worry about a housing bubble?

Author: Michael Collins
Date: 18 Nov 2013

The UK government is said to be stoking one

Should a portfolio change in retirement?

Author: Christine St Anne
Date: 26 Nov 2014

Demand has strengthened for annuity and allocated pension products, according to joint research from industry association the Financial Services Council (FSC) and investment bank UBS

Short-term risk is high

Author: Lesley Beath
Date: 07 Apr 2014

Overview

Seven Group's profit falls 10pc

Author: Nicholas Grove
Date: 03 Aug 2016

The result beat Morningstar's forecast for a profit of $134 million

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