 DAVID BARRETT , WILL MOLONEY | FRIDAY, 7 FEB 2020 Being an 'Australian superannuation fund' (ASF) is one of the requirements to be considered a 'complying superannuation fund'. Although this concept is relevant for all superannuation funds, it is most likely an issue for self-managed ... Read more  ALLISON MURPHY , WILLIAM FETTES | FRIDAY, 6 DEC 2019 The limited recourse borrowing arrangement (LRBA) lending market has undergone a significant shift in recent years, with most first-tier bank lenders withdrawing their LRBA offerings for purchasers of residential property. As a result, several smaller ... Read more  KIMBERLEY NOAH , WILLIAM FETTES | FRIDAY, 22 NOV 2019 The $1.6 million transfer balance cap (TBC) imposes a limit on the total amount that a fund member can transfer into an exempt (retirement phase) pension. Read more  FLETCH HEINEMANN | THURSDAY, 24 OCT 2019 On May 24 2018, the government first introduced a 12-month superannuation guarantee (SG) amnesty. The relevant Bill failed to pass the Senate and then lapsed when the federal election was called on 11 April 2019. Read more  JANET MANZANERO-CARUANA | FRIDAY, 4 OCT 2019 There were 49,032 divorces granted in 2017, an increase from 46,604 in 2016, and that's not counting de facto relationship breakdowns (ABS, 2017). What usually follows separation or divorce is the splitting of the couple's assets under a family ... Read more DAVID BARRETT | THURSDAY, 29 AUG 2019 From a legislative development perspective, the Federal Government election result on 18 May 2019 has provided a more stable outlook for financial services professionals, at least over the short term. It is timely then to take stock of the current state ... Read more  MARJON MUIZER | THURSDAY, 15 AUG 2019 At tax time, no SMSF (self-managed super fund) wants a qualified audit. Yet the chance is higher if you hold unlisted assets, particularly unlisted trusts and companies, plus any loans you've made. Read more  YVONNE CHU | FRIDAY, 9 AUG 2019 The ability to invest directly in real properties (commercial or residential) is often one of the main reasons that clients decide to establish a self-managed superannuation fund (SMSF). The possibility of leasing a business real property (BRP) to the ... Read more YVONNE CHU | THURSDAY, 25 JUL 2019 Superannuation rollovers are one of the most frequently recommended strategies by advisers. However, care should be exercised when implementing rollover strategies, particularly for clients who have life or total and permanent disablement (TPD) insurances ... Read more  SAMANTHA CARROLL | THURSDAY, 4 JUL 2019 In May 2019 APRA released an Information Paper on the findings arising from self-assessments of governance, accountability and culture. Read more |
Latest News
Older Australians drive majority of super complaints: ASIC
Older Australians between the ages of 55 to 75 accounted for half of the internal complaints made to super funds in 2025, according to ASIC's Internal Dispute Resolution (IDR) data dashboard.
Almost half of Aussies not making voluntary super contributions
Almost half of Australians have never made an additional contribution to their superannuation potentially missing out on a significant opportunity to boost their retirement savings according to new research from Vanguard Australia.
ART to employ more First Nations members into its workforce
Australian Retirement Trust has launched its second Innovate Reconciliation Action Plan, highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target.
US and Aussie shares 'incredibly divergent': UniSuper
The artificial intelligence (AI) investment boom continued to drive US equity markets higher in May, while Australian shares delivered comparatively modest gains amid weaker earnings outlooks and pressure on the banking sector, according to UniSuper head of fixed interest David Colosimo.
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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.
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