 STUART DALL , LEO GOUZENFITER | FRIDAY, 16 MAY 2025 Taxpayers should be aware that although GIC or SIC can be calculated to accrue over a period of time, in many instances it is considered to be incurred on a single day. Read more  MICHAEL HALLINAN | THURSDAY, 24 APR 2025 Benefits, risks and key steps when terminating legacy pensions. Read more  SHELLEY BANTON | FRIDAY, 11 APR 2025 Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers. Read more  SCOTT QUINN | FRIDAY, 18 OCT 2024 Making voluntary concessional contributions has long been a tax-effective strategy for individuals wanting to save for retirement. Read more  WILLIAM FETTES , DANIEL BUTLER | FRIDAY, 27 SEP 2024 Instead of starting from the position that automatically reversionary pensions are always or usually the preferred option, advisers should be aware of the potential advantages and disadvantages that can arise in different circumstances, including in ... Read more MICHAEL HALLINAN | FRIDAY, 10 MAY 2024 This paper considers whether an adult child can have an interdependency relationship with their parent. It is presumed that the adult child is legally and financially independent of the parent. Read more  GABRIELA RUSU | FRIDAY, 1 MAR 2024 AAT rules earnings as assessable income of the fund, not taxpayer. Read more  ANGELA JACKSON , EMILY MILLANE | FRIDAY, 1 DEC 2023 This paper comprises excerpts from the same-titled report prepared by Impact Economics and Policy for Philanthropy Australia. Read more  LETTY CHEN | FRIDAY, 16 JUN 2023 On 28 February 2023, the federal government (government) announced that it would reduce the superannuation tax concessions available to individuals whose total superannuation balance (TSB) exceeds $3 million, from 1 July 2025. Read more  JOHN MCILROY | FRIDAY, 19 AUG 2022 A majority of individuals are unaware that their superannuation balances contain a taxable component and a tax-free component, and that the composition of these balances can have significant effects from an estate planning perspective. Read more |
Latest News
Mercer SmartPath returns exceed 12%
|Mercer Super Trust's default lifecycle option made more than 12% p.a. for the 2025 financial year for members aged between 18 and 52.
Future Group reveals super fund returns, fee changes
|Future Group has revealed the returns for smartMonday, GuildSuper and Child Care Super while also announcing a fee reduction.
AustralianSuper's MySuper option returns 9.5%
AustralianSuper's MySuper option delivered 9.5% p.a. for members in the 2025 financial year, slightly trailing behind its peers.
Cbus, Rest deliver 'strong' returns amid heightened volatility
Cbus and Rest have reported their results for the financial year ending June 30, sharing common themes in success from both domestic and global investments.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Thinking fixed income? It's time to drop the home bias
Australian investors continue to reveal a strong home bias to Australian rates and credit assets.
Forewarned is forearmed: The quixotic challenge of today's equity markets
Like Don Ǫuixote, today's markets are driven by powerful narratives, and there is value in stepping back to examine what's actually hiding in plain sight.
Energy as a weapon: The critical case for energy transition
Market noise would have us believe we're at the end of the road for the energy transition and the push to decarbonise - not just in the US, but even in ...
Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
