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31 March 2025
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The latest data from APRA and the ATO shows SMSFs continue to grow. Almost 612,000 SMSFs hold $885 billion in assets, with most of the money in listed shares, cash and term deposits, as well as unlisted trusts.
Markets have rallied hard of late. In his latest investment update, UniSuper CIO John Pearce looks at what’s behind the recent strength, whether it's justified, and the risks for the market going forwards.
Peter Drucker’s axiom “culture eats strategy for breakfast” continues to ring true. If culture is the sophisticated word for execution, Boral has been a standout over the past 12 months, while Fletcher Building has lagged.
To negate bracket creep, the thresholds at which marginal tax rates change should be indexed to inflation. Instead, governments legislate ad-hoc tax cuts to address bracket creep and announce them with great fanfare.
It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively allows someone to ‘give’ some of their super contributions to their spouse.
In this exclusive interview, Graham Turner talks about how Flight Centre went global, what he's learned from key mistakes, the way he uses psychology to build the right teams, and his criteria for making acquisitions.
Research finds that private equity claims of offering superior risk-adjusted returns to public markets are exaggerated. Complexity, capital calls, and illiquidity are among the challenges investors face to reap potential rewards.
Stocks have had a barnstorming run of late, breaking to new highs in many markets, as they anticipate imminent cuts to interest rates in the US. Can the run continue, and if so, what are the key signposts to look for?
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.