News

SMSF, Trusts

Shareholders key to corporate trustee

Accurium, company directors, company shareholders, corporate trustee, Estate planning, Mark Ellem, Self-managed superannuation, SMSF

Practitioners need to act with caution when appointing the shareholders of the SMSF corporate trustee company in the absence of any relevant rules.

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BDBN, Death Benefits

Call to scrap death benefit lump sum limit

Death benefit, IFPA, binding death benefit nominations, BDBN, SIS regulation, Institute of Financial Professionals Australia, IFPA, Treasury, 

Removing the limit on the number of death benefit lump sums should be made to enable fewer breaches of payment regulations.

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ETFs, Technology

AI opportunities extend beyond Nvidia

Investors should not limit their exposure to the AI phenomenon to one service provider as many opportunities exist for portfolio allocations.

Investors should not limit their exposure to the AI phenomenon to one service provider as many opportunities exist for portfolio allocations.

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International Shares, Investments

Look outside oversaturated US market

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

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Legislation, Tax

New tax deliberately deceptive

A leading industry figure has accused the federal government of intentionally misleading the public as to who the new super tax will really impact.

A leading industry figure has accused the federal government of intentionally misleading the public as to who the new super tax will really impact.

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ATO, Investments, SMSF

SMSF returns exceed 10 per cent

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

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Australian Shares, ETFs, International Shares

Four new fixed-income ETFs hit market

PIMCO has expanded its investment footprint by releasing four new active ETFs providing investors with access to global fixed-income options.

PIMCO has expanded its investment footprint by releasing four new active ETFs providing investors with access to global fixed-income options.

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Cryptocurrency, Currency, Trusts

Trump good news for cryptocurrencies

Certain events since the election of Donald Trump as the US president indicate the environment for cryptocurrencies is likely to be positive.

Certain events since the election of Donald Trump as the US president indicate the environment for cryptocurrencies is likely to be positive.

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Commercial Property, Property

Listed REITs set for a strong 2025

Commercial property is expected to perform strongly this year, with listed REITs likely to offer the best investment opportunities.

Commercial property is expected to perform strongly this year, with listed REITs likely to offer the best investment opportunities.

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Pensions, Retirement, SMSF, Superannuation

Retirement savings level quantified

The latest analysis into superannuation has revealed the extent to which inflation has impacted the mount of savings a person needs in retirement.

The latest analysis into superannuation has revealed the extent to which inflation has impacted the amount of savings a person needs in retirement.

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