Volume 10, Issue 4

Ethics & Governance
Daniel Butler
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
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
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
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 Peter
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
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