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Edition: 129

1-7 out of 7 results.

Edition 129, 9 Oct 2015

  • 9 October 2015

When an SMSF audit goes awry, being an informed investor, trusting financial planners, taxing of pension payments, investing by theme not index, and results from our roboadvice survey.

Help! My SMSF audit report has been qualified

Each year, SMSFs are required to have their financial accounts audited. In most cases everything ticks along nicely but what happens when a red flag pops up? Early rectification is always best to avoid the ATO's wrath.

Are you an informed or a naive investor?

Everyone can be a naive investor at times, even the professionals. Outside of a sphere of expertise, the quality of investment decisions can suffer. Try to avoid being the 'patsy' in a transaction.

Trusted professions go with the Flo’

Financial planners should be part of a profession that ranks highly for trust, but survey results are disappointing. An unrelated profession shows how to build greater public support.

Electing for a pension payment to be taxed as a lump sum

Where there is a choice of receiving your superannuation as an income stream or a lump sum, it could be better tax-wise to receive it as a lump sum. There are complex rules here, so work with an expert on this one.

Investing by thematics rather than indexes

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

Results of roboadvice survey

Results from our roboadvice survey are available to view. Thanks to all our respondents who contributed their opinions. It will be interesting to see which businesses emerge from the pack.

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