News

Australian Shares, International Shares, Investments

Market correlation limits diversification

Global markets have become highly correlated, heavily dampening the diversification different asset classes normally provide.

Global markets have become highly correlated, heavily dampening the diversification different asset classes normally provide.

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Death Benefits, Insurance, Pensions

Life insurance a pension decision factor

The ability for an SMSF member to receive a payout from a life insurance policy can favour making an income stream reversionary.

The ability for an SMSF member to receive a payout from a life insurance policy can favour making an income stream reversionary.

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Artificial Intelligence, ETFs, International Shares, Investments

AI wave requires expanded view

Investors should look at firms exploiting the development of AI as this technology enters into its next wave of usage.

Investors should look at firms exploiting the development of AI as this technology enters into its next wave of usage.

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Budget, LRBA, SMSFA

Gearing ban guidance imminent

Treasury is working with the ATO to formulate guidance as to the details regarding the ban on LRBAs used for residential property purchases.

Treasury is working with the ATO to formulate guidance as to the details regarding the ban on LRBAs used for residential property purchases.

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ASIC, Australian Shares, Investments, Scams

Warning over social media share scams

ASIC has advised individuals to be cautious about investment tips they might have received via social media and messaging apps.

ASIC has advised individuals to be cautious about investment tips they might have received via social media and messaging apps.

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Budget, Estate Planning, Legislation, Trusts

Feedback sought on trust tax operation

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

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Emerging markets, International Shares, Investments

Emerging markets lead global performance

Emerging markets outperformed developed markets in the 2026 financial year, with a notable feature being strong dividend returns.

Emerging markets outperformed developed markets in the 2026 financial year, with a notable feature being strong dividend returns.

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Compliance & Regulation, Legislation, Regulation

Lodgement confirmed as a trustee duty

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

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Artificial Intelligence, ETFs, International Shares, Investments

AI-powered ETF launched

VanEck has announced the launch of Australia's first ETF that will track an AI-generated index covering international equities.

VanEck has announced the launch of Australia’s first ETF that will track an AI-generated index covering international equities.

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Budget, CGT, Contributions, Tax

Contributions to reduce CGT marginalised

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

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