The proposed changes to the superannuation system seem to favour certain objectives of the Australian retirement savings framework and not others as outlined in the first tranche of legislation covering the subject, a sector technical expert has said.

Advisers need to be mindful of the strategic order of the steps required to make the most of the new non-concessional contributions (NCC) caps bring-forward rules in the event of capital gains tax (CGT) rollovers, a specialist lawyer has said.

The method by which the transfer balance cap is applied to couples in certain financial situations is unfair, according to a superannuation and estate planning legal expert.

There is a realistic possibility transition-to-retirement (TTR) strategies could be eliminated entirely due to the added complexity associated with them as a result of the changes to the superannuation rules to be introduced from July 2017, according to a retirement savings technical expert.

The oversupply of residential properties in Australia’s capital cities is unlikely to have as significant an impact on the market as first expected, according to a specialist fund manager. “We talk about this oversupply coming, but the experts are saying it’s not going to affect the values as much as what everyone thinks,” Trilogy Funds […]

There is an important difference between exchange-traded funds (ETF) and exchange-traded products (ETP) and it is an important fact SMSF investors should be aware of, according to an economist working in the space. An ETF is an investment product that tracks a specific market index, BetaShares chief economist David Bassanese said while presenting at the […]

Despite a number of positive factors that would make further portfolio allocations in the domestic share market attractive to SMSF investors, individuals need to assess the Australian market in light of the global economy, a respected equities analyst has said. “Domestically here earnings season wasn’t that bad. While we didn’t see earnings growth last year, […]