News

ETFs, Investments

Antipodes close to active ETF launch

Global equities manager Antipodes Partners has revealed it will launch its actively managed exchange-traded fund (ETF) in September.

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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.

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ATO, Retirement, Superannuation

PC made SMSF findings despite flawed data

Jordan George

The Productivity Commission went ahead and made significant findings regarding SMSF returns and costs despite acknowledging problems with its “fundamentally flawed” data, an industry body has argued.

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Regulation, Superannuation

SMSF analysis restates PC report’s figures

Class has reaffirmed the performance of SMSFs compared to Australian Prudential Regulation Authority (APRA)-regulated funds, following discrepancies in the Productivity Commission’s inquiry into superannuation.

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Business News, Investments

Global investors warned of current risks

The market’s willingness to pay for growth, profitability and momentum is approaching the heady days of the late 1990s tech bubble and extreme policy settings in developed markets have led to severe investor heading, signalling significant risks for global investors, a specialist fund manager has warned.

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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.

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Estate Planning, Superannuation

Estate planning in the new environment

The introduction of the transfer balance cap (TBC) on 1 July 2017 has had a severe impact on estate plans that include superannuation savings.

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Administration, Compliance, Financial Planning

Planners feel left out of TBAR loop

Financial planners with SMSF clients feel excluded from the transfer balance account reporting (TBAR) process due to poor communication practices that currently exist between themselves, accountants, trustees and administrators, according to a specialist SMSF adviser.

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Accounting, Financial Planning

Disclose licensing capacity first

Accountants operating in the SMSF space need to state which side of the licensing regime they’re operating under at the commencement of client discussions, a licensing expert has said.

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Superannuation

Statistics show SMSFs not just for the rich

The latest data reflecting the current position of the SMSF market has indicated these types of retirement saving structure are not purely the domain of extremely wealthy individuals as is often thought, the SMSF Association has said.

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