Today’s Best Videos 

Hayne recommendations will impact SMSFs

Q&A 18 February 2019

Q: I have a few superannuation funds floating around and I am thinking about consolidating…

SMSFs lose faith in the blue chips

Self-managed super fund trustees have dumped their investments in Australia’s top 10 listed equities as…

How age affects our investment decisions

Milestone birthdays do play an important role in influencing investment behaviour, most evident in a declining appetite for risk, a new study has confirmed Reseachers from the UWA Business School at the University of Western Australia and the Department of…

LRBA amendment may be a negative for SMSF borrowing

Repayments of SMSF borrowings will have an impact on the fund’s transfer balance cap, under draft amendments to the new super rules released by the Government last week. The amendments will also change the way limited recourse borrowing arrangements are…

Q&A, 8 May

Q: Do I have to withdraw a minimum amount from amounts transferred to an accumulation account, as I do with my pension account? A: No, only account based pensions and transition to retirement pensions require a minimum set percentage of…

Investors are over-exposed to banks

Despite a backdrop of socioeconomic uncertainty and increased financial market volatility, growth in the personal savings of Australians remains strong. As of June 30 last year, total personal investments stood at $2.3 trillion, representing an even larger pool of savings…

Private Eye: Evan Hughes

Years ago when I was an art dealer, my father Ray’s gallery was the venue for a raucous financial services Christmas bash held jointly by Shed Enterprises, a related party to the publisher of this newsletter and Principle Advisory Services.…

Life insurance health check

Investors have learned some important lessons about the life insurance market over the past year, as successive reviews of the industry have revealed poor claims handling, flaws in product design and high costs. The most important takeaway is to review…

Banks’ mortgage bonanza under threat

Mortgage re-pricing and robust mortgage volume growth have supported banks’ earnings in recent years but that may be coming to an end. Macquarie Securities estimates that banks’ ability to continue to re-price mortgage is diminishing and, increasingly, banks need to…