News

Investments

Three Clime funds get strong SQM rating

Clime rating SQM

SQM research has awarded a superior rating for three wealth offerings from Clime Investment Management.

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ATO, Superannuation

ATO acts on SMSFs with outstanding annual returns

smsf annual tax return

SMSFs that have failed to lodge an annual return or have been involved in illegal early-release efforts have been blocked by the ATO and will not be able to receive funds.

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Business news

Sector angst over admin penalties

SMSF administrative penalties

Recent events indicate the ATO has changed its approach to issuing SMSF administrative penalties for legislative breaches, with the development raising sector concerns.

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Business news

Industry fund opens investment options to SMSFs

Hostplus SMSF investment

Hostplus has launched a range of investment options pitched at the SMSF sector following a successful pilot run of the product.

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Investments, Retirement

Plan asset allocation as if you’ll live to 100

retirees asset allocation

Retirees should plan on living to 100 and adjust their asset allocation away from growth assets and toward defensive the closer they get to that figure.

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Documentation, Pensions, Retirement

Trust deeds key to TRIS status in retirement

retirement phase TRIS

Trustees should pay close attention to their SMSF trust deeds to ensure members converting to retirement phase still benefit from TRIS regulations, an SMSF expert says.

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Residential Property

Vacancy rates increase slightly

vacancy rates

Vacancy rates for residential properties across capital cities increased by 0.1 percentage points in June as indicated by the latest SQM Research data.

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ETFs

Index ETFs the better performers

Index ETFs outperform active

Index exchange-traded funds generated greater returns than their actively managed counterparts over the past year, according the latest market research.

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Investments

Cashed-up investors not always clued-up

high net worth investors unsophisticated

Many high net worth investors are unsophisticated in their choice of investments, with a new survey indicating they opt for Australian shares, cash and term deposits. The survey, released by financial advice firm Crestone Wealth Management, found 81 per cent held cash in their portfolio, alongside Australian shares (56.4 per cent) and direct residential property […]

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Investments

La Trobe unveils short-medium-term yield product

La Trobe yield product

La Trobe Financial has released a new product designed to improve investor yield in a low interest rate environment.

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Our Story

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