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16 ASX stocks to buy and hold forever, updated 2025-26 super thresholds – key changes and implications Is Gen X ready for retirement?Why the $5.4 trillion wealth transfer is a generational tragedy What Warren Buffett isn’t saying speaks volumes

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Edition: 143

1-8 out of 8 results.

Edition 143

19 February 2016

The next Federal Budget is expected on Tuesday, 10 May 2016, giving us three months of superannuation speculation. Some budget evenings are uneventful, while others are spectacular, such as in 2006 when the tax on pensions and lump sums for those over 60 was abolished.

Treasurer wants super fixes, then stability

Graham Hand
19 February 2016
8

Treasurer Scott Morrison firmly ruled out the introduction of new superannuation taxes on incomes in retirement, but other changes on concessions and negative gearing can be expected in the Budget.

Taxation reform: is Canberra serious?

Phil Ruthven AO
19 February 2016
9

Major reform of Australia's tax laws hits a hurdle when opposition builds to unpopular policies. We have lost the ability to explain and advocate for change, especially when you look at global comparisons.

Learning from my investment mistake

David Bell
19 February 2016
5

Even the experts can slip up sometimes with insufficient diligence when making investment decisions, but it's important to self-assess mistakes to avoid a repeat experience.

ATO perspective: ‘only’ 2,184 SMSFs have assets over $10 million

Graham Hand
19 February 2016

Commissioners, Chris Jordan (ATO) and Greg Tanzer (ASIC), gave an update on compliance and regulatory issues for SMSFs at the SMSF Association National Conference in Adelaide today.

There’s still time for some SMSFs to use 'anti-detriment' provisions

Noel Whittaker
18 February 2016
2

Superannuation's anti-detriment provisions may be abolished as part of the government's upcoming budget. It's worth checking whether your own circumstances can take advantage of these rules.

Ten rules for more effective ETF investing

Alex Prineas
18 February 2016
2

This ease with which retail investors can now invest in Exchange Traded Funds should not disguise the need to follow some simple rules for better execution and improved prices.

Smart beta: watch the details

Marlena Lee and Gerard OReilly
18 February 2016

Non price-weighted index investment strategies, commonly dubbed 'smart beta', are growing in popularity, but as one fund can be structured differently from the next, are there any features to watch out for?

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