Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 22

Edition: 22

1-7 out of 7 results.

Edition 22

  • 5 July 2013

ATO draws a line on SMSF compliance, economic growth does not help shares, an SMSF inequity, super strategies, more on risk management, and a letter from an old rocker.

It’s time to industrialise every SMSF

Every SMSF should have 'industrial strength' administration that is timely, accurate, honest and in conformity with a vast array of rules and regulations.

Economic growth does not drive stock market returns

The widely-held belief that good economic growth should be good for share prices, and low economic growth bad for them, is often demonstrated to work in reverse.

An SMSF inequity that cries out for attention

It is inequitable for the ATO to require an SMSF to make advance payments of the estimated tax for the year, but not pay refunds in advance based on estimated franking credits.

Look at super with different eyes

Thinking differently about how to get the best out of your super means taking time to talk through the options that meet your personal needs, and making it work for you. And don't associate 'pension' with 'old age'.

Simple investment risk management – this is the risk issue we need to talk about

Aspiring to best practices in risk management is not simply a matter of calculating volatility or risk reporting. It is critical to protecting financial outcomes.

Dear friends, colleagues and fellow rockers

The affordability of seeing a movie, or cost of driving to the movie theatre, has not changed much over the 32 year period from 1981 to 2013. But the same cannot be said for ticket prices of concerts featuring aging rockers.

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

Avoiding wealth transfer pitfalls

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

Australia’s shameful super gap

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.