SMSFs still experiencing delays with SuperStream

The latest version of the SuperStream standards has made the SMSF rollover process slower and more complicated, according to around half of SMSF professionals in an industry poll.

Mistakes to avoid when markets are turbulent

Decisions made in response to short-term events will invariably have negative long-term consequences, so avoid these three common mistakes if you can

APRA proposes updates to super data transparency

The prudential regulator is planning to publish data on all super products and investment options for the first time.

Federal Budget 2022 – Overview

  The following is a breakdown of the major parts of the Federal Budget delivered last night by the Treasurer, Josh Frydenberg.   

Countries with highest life expectancy (1800 – 2099)

  In line with our ongoing theme of videos concerning global trends and statistics, this video looks at life expectancy over two hundred years.  

Russia/Ukraine: Rising geopolitical risks and portfolio implications

  Given the enormity of Russia's decision to invade Ukraine, this note provides a short update on the potential market implications.  

A total returns approach to rebalancing

When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.

Fresh research challenges guidance on SMSF minimum balances

New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.

Risking your retirement

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.

Federal Budget 2022 and YOU – Part 1

  Part 1:  Any government Budget consists of information about all areas the respective government manages for the tax payer.  The Federal Budget is no exception and set out below are half of the areas this year's Budget covered.  It is set out in this way to help quickly find information that effects you, your family and your region.