News

International Shares, Investments

State of US market still shaky

US market, US shares, tariffs, Axa Investment Managers, Chris Iggo

The improved state of the US market is not a sure sign it is in a stable position as shares remain expensive and investors are questioning the impact of the recently announced tariff policy.

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Superannuation

ATO dispels false super rule changes

ATO, superannuation, drawdown rules, preservation age, lump sum withdrawals, Emma Rosenzweig, Deputy Commissioner, misinformation

False claims currently being circulated regarding changes to the superannuation drawdown rules have been rebutted by the ATO.

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Business news

Govt appoints new financial services minister

financial services minister, Assistant Treasurer, Daniel Mulino, Stephen Jones, FAAA, Financial Advice Association Australia, Sarah Abood, CPA Australia, Chris Freeland, Financial Services Council, Blake Briggs

A former Victorian politician who moved into federal parliament in 2019 has been named as the new financial services minister.

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Australian Shares, Investments

Interest rate cuts likely this year

Interest rate, Australian Shareholders’ Association, Plato Investment Management, Don Hamson, dividends

The Australian economy has been forecast to experience at least two official interest rate cuts before the end of 2025.

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International Shares, Investments

Drop in US/China tariffs boosts Nasdaq

US tariffs, Nasdaq, S&P 500, Global X, Billy Leung, ETF, Global X FANG+, exchanged-traded fund

The reduction in tariffs between the US and China has triggered a significant rally in the Nasdaq Composite Index and the S&P 500.

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Superannuation, Tax

Div 296 tax will hurt economy

self managed superannuation, self managed super, SMSF, Division 296, Wilson Asset Management, Geoff Wilson, deadweight loss, unrealised capital gains, $3 million, indexation

More unintended consequences have been identified should the proposed Division 296 tax policy become part of the superannuation system.

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Documentation

Resolutions can lower dispute severity

Adopting a practice of using resolutions to verify every course of action an SMSF undertakes can effectively mitigate member disputes.

Adopting a practice of using resolutions to verify every course of action an SMSF undertakes can effectively mitigate member disputes.

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SMSF, Superannuation

Low-balance won’t thwart in-specie payment

self managed superannuation, self managed super, SMSF, in-specie benefit payment, superannuation balance, Heffron, Annie Dawson, benefit cashing, benefit splitting, benefit redirection

An individual in an SMSF can receive an in-specie benefit payment even if their balance is less than the value of the asset involved.

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ETFs, International Shares

AI Infrastructure ETF enters market

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released into the Australian market by Global X.

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released into the Australian market by Global X.

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