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Brilliant Investment Thinking by Advisers for Advisers.
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SMSF sector's 'rude health' has the setting to get even ruder, conference told

If any SMSF specialist advisers needed a peptalk, they got one over breakfast at last week's National Conference — and it might have surprised some.

Illegal SMSF access a problem, but focus on the bigger super picture

Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not...

Why women will get 95 per cent of the US$54 trillion spousal wealth transfer

By dint of the fact that they have longer life-spans, women are set to receive the vast majority of spousal inheritances in the next quarter century or so. For...

Claims of Div 296 tax consultation 'confusing': SMSF Association

The association has hit back at spurious claims from the Treasurer that the government conducted "heaps of consultation" on its proposed tax for super balances...

Defined returns fund can soften retiree pain in next market turn: Atlantic House

The market will turn at some point, which puts a number of dangers in front of retirees. Australians have historically been wary of structured products, but a...

Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels

The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...

Government, not super funds, should be guiding decumulation: Grattan

The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to...

Investment bonds gaining popularity as a gift to help younger generations: KeyInvest

A confluence of compounding returns, further contributions and tax-paid status make investment bonds an attractive option for grandparents looking to give...

'Great Wealth Transfer' to reach $124 trillion, putting adviser relationships at a premium

The first thing advisers need to remember, Cerulli notes, is that almost half the intergenerational transfer won't event be intergenerational, it will be...

Franked yield bonanza keeps retirees from selling beloved bank stocks

Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields...

Why H1 2024 may be a residential property buying window (for some)

It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring...

Advisers in the lurch as Clearview 'terminates' $1.5B WealthFoundations retirement product

Clearview and trustee ETSL have raised eyebrows and confused advisers by shifting the popular WealthFoundations super and pension product to investment...

Super early access for housing would hurt every member’s balance

Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds...

Life insurance advisers plead for reform before election muddies the water

While the government takes its time drafting the second tranche of advice reforms, representatives for the life insurance agency fear the ongoing delays will...