News : Strategy

Investments, Retirement, Strategy

Dividend income tips for the new financial year

Pension-phase investors represent one fifth of Australia’s $2.5 trillion superannuation pool and many seek a regular investment income to supplement the government pension. Generating income is one of their top priorities and for their advisers too.

read more
Business News, Investments, Strategy

Retirement alliance extends franking ban efforts

The Alliance for a Fairer Retirement System, comprised of several industry associations, is working with the Council of Small Business Organisations Australia (COSBOA) to highlight concerns about proposed Labor policy to disallow refunds of excess franking credits.

read more
Retirement, Strategy

Drawdown strategies must maximise tax position

Advisers must work with their SMSF clients to ensure they maintain the optimal tax position of the fund when a pension above the minimum drawdown amount is being sought, a technical expert from the sector has said.

read more
Financial Planning, Strategy, Superannuation

Deductible contributions top adviser query

During the June quarter, deductible personal super contributions have been the top query coming from financial advisers, following super reforms allowing more Australians to use this strategy and top up their retirement savings, according to BT Financial Advice’s (BTFA) technical team.

read more
Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

read more
Investments, Strategy

No substitute for bonds

Let’s face it: cash is still king with Australian investors. This was once again confirmed in the recent Vanguard/Investment Trends SMSF study showing cash makes up nearly one-quarter of investor portfolios.

read more
Investments, Strategy

Bad news veiling agriculture opportunities

Many SMSF investors are unaware of the benefits of diversifying into the agriculture sector due to misconceptions driven by negative farming stories.

read more
Residential Property, Retirement, Strategy

Baby boomers must be on top of property research

A new report has outlined issues baby boomers heading into retirement need to be aware of when looking for solid investment properties.

read more
Investments, Strategy

Trustees acting on imputation ban

Some SMSFs have assumed the Labor Party’s policy on banning excess imputation credit funds is already legislation, highlighting the need for advisers to ensure their clients understand the latest announcements affecting super.

read more
ATO, Strategy

ATO to apply Part IVA to reserve scrutiny

The ATO has made known its intention of determining whether there are any breaches of the Income Tax Assessment Act 1936 Part IVA rule when examining the use of reserves in an SMSF.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital