The nitty-gritty of holding assets in an SMSF
The mechanical aspects of holding assets are very important. And best practice may differ from just holding to the letter of the law.
April 04, 2016
Managing clients SMSFs made easy with BT Panorama
BT has added further capability to BT Panorama SMSF where advisers and accountants can work collaboratively to set up their clients’ SMSFs online, to invest their super, help administer their fund and keep it compliant – all in the one place. BT Panorama SMSF is an integrated, end-to-end self managed super solution, tailored to meet
April 01, 2016
BondAdviser launches new fixed income managed portfolio on HUB24
Leading fixed interest research and analysis firm BondAdviser today announced the launch of a new fixed income managed portfolio that will feature XTBs (Exchange Traded Bond units), providing financial advisers and their clients with greater exposure to the benefits of corporate bonds. The BondAdviser Income Plus Portfolio, now available on HUB24, is designed to give
April 01, 2016
The things you’re liable to read in the ATO bible ain’t necessarily so!
Max Newnham challenges the interpretation of an ATO ruling in the case of a taxpayer whose gain on an asset was treated as business income.
April 01, 2016
Advice for accountants: don’t learn the hard way
After five years and three false starts trying to establish a viable financial planning arm, Initiative Group gave it one more shot. Greg Holman writes.
April 01, 2016
2016’s first quarter has been a tale of two sentiments
Tom Stevenson suggests that six weeks of impending recession before six weeks of relative optimism means the the roller coaster has ended close to where it started.
April 01, 2016
Decimal launch signals major change for robo-advice
Today’s launch of two distinctive robo-advice packages built on the Decimal platform marks a major turning point for the industry in Australia and globally, according to Decimal CEO Nic Pollock. Eqilize is a solution geared towards superannuation and financial institutions that want the benefits of robo-advice for their customers but do not have the time
March 31, 2016
Investment Trends 2015 Investor Product Needs Report
Key findings of the Investment Trends 2015 Investor Product Needs Report: Investors are finding it harder to identify investment opportunities in the current market environment Interest in managed funds is growing among investors, with the direct channel playing a more prominent role in recent years Investors’ desire for income, coupled with the current low interest
March 30, 2016
Wellbeing and wealth a super match
BT is forever changing the way Australians feel about superannuation by partnering it with a wellbeing program, so that feeling good and achieving better outcomes covers all aspects of our lives. The new approach will draw together all key aspects of wellbeing – financial, health, family, community, workplace and values. BT will provide the financial
March 30, 2016
Investors watch out- high volatility will make a comeback says Instreet
March witnessed a dramatic fall in equity market volatility compared to the first two months of 2016. However, don’t expect the lower levels of volatility to continue says George Lucas, managing director Instreet Investment. “The US earnings season begins in earnest next week, which is why I don’t think volatility will remain low. Earnings have
March 30, 2016
Managers should change their language and focus on income
Risk should be defined as the inability to meet retirement income goals, so investors and their managers should forget alpha and other “distractions".
March 30, 2016
How to navigate a low-interest rate, low-growth world
Since the economic tailwinds that helped us breeze through the GFC have turned, there are no easy investment decisions. Nathan Bell writes.
March 30, 2016
