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20 April 2024

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Fees

1-12 out of 24 results.

A closer look at UniSuper and AustralianSuper

UniSuper and AustralianSuper are large, complex investment businesses, and it's worth taking a look under the hood before making an investment decision. This looks at the growing trend of bringing investment management in-house.

How to invest in funds for free (almost)

Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is possible to invest a diversified portfolio for negligible cost.  

Admin fees on large super funds vs SMSFs

From going it alone with an SMSF to defaulting into a large super fund's balanced option, administration time and fees for super vary materially. Here's a guide to the costs involved and the potential impact on returns.

ASA’s view on the banning of LIC commissions

Treasury has conducted a post-implementation review of the banning of stamping fees paid by product issuers to brokers and advisers. The Australian Shareholders' Association does not support the banning.

Conflicted selling fees are back, and it’s game on

If you thought fund managers were banned from paying commissions to financial advisers and brokers to prevent conflicts of interest, you have not kept up with the move to classify clients as wholesale investors. 

Choosing an index fund is more than just the expense ratio

Popular belief is that all index funds are the same, but it pays to follow this framework, which shows there is more to consider than the cheapest management cost. Replicating an index is not easy.

LIC fees banned but other doors remain open

Treasury has finally banned commissions paid to brokers and advisers on LICs and LITs but the exemption from FoFA rules remains for other listed products in the 'real' economy, whatever that is.

LIC/LIT stamping fees survey results

The arguments on whether advisers can accept selling fees on LICs and LITs is heating up as lobbyists work both sides of the fence. Your input to our survey will give Treasury some useful data.

Just for Josh: Survey on attitudes to LIC fees

The LIC/LIT stamping fee issue is hotting up, as the Federal Treasurer sets up a snap 'public consultation' to help him. Take our survey and we will present the conclusions to Josh Frydenberg.

Three overlooked points on the LIC/LIT fee battle

Advisers accepting selling fees to push LICs and LITs (and hybrids) has become an industry flashpoint. The heated debate is overlooking crucial points which must be addressed in any final resolution.  

Poacher turned gamekeeper changes his wealth model

Investors overlook that they are charged more as the market rises. Far more financial services should cost a flat fee, with portfolios dominated by index exposure backed by a few active managers.

Authorities reveal disquiet over LIC fees

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

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The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

The greatest investor you’ve never heard of

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.

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Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

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Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

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