Ethics & Governance  DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 12 OCT 2018 A recent unanimous decision of the Full Federal Court represents a major win for SMSFs and taxpayers on the topic of the sole purpose test. This decision overturns the primary judge's decision at first instance in Aussiegolfa Pty Ltd v Commissioner ... Read more  STUART SHEARY | FRIDAY, 2 NOV 2018 Gaining greater control and investment flexibility are often significant motivators for people setting up a self-managed superannuation fund (SMSF). SMSFs provide the ability to invest in a wide range of investments, including direct property, unlisted ... Read more Investment  DAMIEN WOOD | FRIDAY, 19 OCT 2018 The saying goes that a rising tide floats all boats. In the land of credit, it has been a king tide enabling almost anyone to get a loan or issue a bond - as long the interest paid was high enough. This works fine when someone else is willing to refinance ... Read more  RAEWYN WILLIAMS , CHRIS DREW , MAHESH PRITAMANI | FRIDAY, 26 OCT 2018 Having the right ingredients for equity investing is mission-critical for superannuation funds. On average, APRA-regulated funds invest almost half of members' capital (47%) into listed equities portfolios. Much research exists on the ingredients funds ... Read more  MATTHEW STROTTON , MATTHEW PETER | FRIDAY, 9 NOV 2018 US consumer tail wind augurs well for A and B grade malls Read more Retirement  DAVID ORFORD | THURSDAY, 6 DEC 2018 The risk of financial advisers using the Australian life tables (ALT) to help clients prepare for retirement will lead to Australians facing ongoing challenges as they increasingly outlive their life expectations provided by static tables - ultimately ... Read more |
Latest News
CBA, Colonial First State settle class action for $249m
Commonwealth Bank (CBA), together with Colonial First State Investments (CFSI) and Avanteos Investments, have agreed to settle the long-running Interest Rates Class Action for $249 million but deny wrongdoing.
Netwealth profit hit by First Guardian costs
Netwealth reported record underlying earnings and funds under administration in FY26, though its statutory result was weighed down by $74 million in after-tax costs related to the First Guardian Master Fund collapse.
ART strikes $883m QLD Westfield deal
Australian Retirement Trust (ART) has agreed to acquire a 50% interest in Brisbane's Westfield Mt Gravatt from Scentre Group for $882.5 million, in what is expected to be Australia's largest single-asset retail transaction this year.
HESTA reduces fees, minimum balance for income stream
HESTA will reduce administration fees and lower the minimum balance required to start an income stream account from September 30.
Further Reading
Cover Story
Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
Expert Feed
What if your super fund's biggest cost isn't on any report you've seen?
The cost of poor-quality onboarding and incomplete member data is not something most super funds can easily put a number on, but that needs to change.
Not all income is created equal
Why Australian public credit may be the most compelling source of income in today's market.
The case for private markets
As more companies stay private for longer, there is a real case for investors looking to the private markets for overall diversification purposes.
Dot dismissal: Scenario analysis in a regime-changing world
Investors hardly need reminding that macro shocks, both positive and negative, are hitting the global economy with growing frequency and force.
