News

Bonds, Fixed Income

Rates not a factor in bonds decision

interest rates, fixed income, bonds, currency hedge, volatility, Vanguard, Joe Davis, US Federal Reserve, Reserve Bank of Australia, diversification

Changes in interest rates should not deter fixed-income investors as the long-term outlook for bonds remains strong and unaffected by short-term rate cycles.

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Regulation, SMSF, Superannuation

SMSFs outperform industry rivals

Australian Prudential Regulation Authority, APRA, SMSF Association, University of Adelaide’s International Centre for Financial Services, ICFS, BGL Corporate Solutions, Class,  SuperMate, Dr George Mihaylov,

New research has found SMSFs outperformed APRA-regulated funds over a five-year period and balances continue to shape individual returns.

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Legislation, SMSF, Superannuation, Tax

Div 296 tax bill still not passed

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

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Investments, Technology

Tech sector opportunities to broaden

The tech industry is predicted to reach new heights this year on the world stage, with the catalyst being artificial intelligence.

The tech industry is predicted to reach new heights this year on the world stage, with the catalyst being artificial intelligence.

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Business news

Global X introduces US small-cap ETF

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

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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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