Articles by Tia Thomas

Superannuation

Women lack confidence in super

women superannuation

A Fidelity International survey has found women are reluctant to plan for retirement and make voluntary contributions to their superannuation.

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Investments

Portfolio diversity not a legal requirement

investment diversity SMSFs

The ATO has made SMSFs aware of the lack of diversity in investment portfolios, but this is not a legal obligation that must be met.

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Currency

Cash most popular SMSF asset

SMSF cash

Listed shares have been a popular investment allocation for SMSFs, but cash and term deposits appear in almost every fund.

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Australian Shares, International Shares

Rising rates reshape share considerations 

interest rates share market

Share market investors should consider the risk of holding long-duration shares in their investment portfolios as interest rates are predicted to climb.

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Business news

Super praised for COVID-19 role

superannuation COVID-19

The federal opposition has acknowledged the critical role superannuation was able to play during the height of the COVD-19 pandemic.

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International Shares, Investments

Emerging markets offer good value

emerging markets ESG

Emerging markets are undervalued and will be a source of good returns as ESG factors become more common.

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Pensions

Pension tax rules extension possible in death

pension death benefit

Concessional pension tax rules can apply to death benefit payments even if they are made out of an SMSF’s accumulation account.

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Investments

Wholesale investor change call lacks evidence

Wholesale investor definition

Calls to amend the wholesale investor test lack evidence of the harm the current threshold creates and ignore the voice of consumers.

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ATO

New insolvency laws affect SMSFs

insolvency SMSFs

Changes to insolvency laws mean the disqualification of corporate trustees can now occur in cases where restructuring takes place.

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ASIC, Cryptocurrency

SMSFs warned over crypto scams

ASIC cryptocurrency

Cryptocurrency investment scams trapping SMSFs with the promise of high returns have increased, according to ASIC.

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