May 15, 2017

Bank levy fallout for investors

Investors in big bank stocks should prepare themselves to bear some of the brunt of the Government’s new bank levy. Analysts are recommending underweight positions in the banking sector. Macquarie Securities estimates that the levy will take four to five

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Why Bennelong sold its telco shares

Bennelong Australian Equity Partners was a big supporter of the Australian telecommunications sector for a number of years and was rewarded with strong performance from stocks such as TPG Telecom. However, its view of the sector changed last year, as

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IPO Watch: Contango Global Growth Ltd

Contango Asset Management has joined forces with US investment manager WCM to launch a fund that offer an international portfolio of high-growth stocks. Contango has launched a prospects for a new listed investment company, Contango Global Growth, seeking to raise

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Limited benefit in new downsizing measure

Retirees with large superannuation balances will be able to make good use of the Government’s new measure to encourage people to downsize from large family homes, but those who expect to rely on an aged pension or part-pension in addition

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Income investing: why diversification matters

In the second of a series of four research papers on income investing (we published an extract from the first last week), Legg Mason says that, for retirees in particular, sticking to the “well-worn path of term deposits and annuities”

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SMSFs maintain steady asset allocations

Some commentators have pointed the finger at self-managed superannuation fund trustees, accusing them of exacerbating the housing affordability problem by borrowing heavily and bidding up the price of residential property. However, new figures suggest there is no evidence for that

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Resetting your SMSF CGT cost base

The superannuation reform changes that take effect on July 1 have created a deal of discussion and debate about a whole range of things from contributions through to the impact on a client’s estate planning. One of the greater mysteries

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Q&A – 15 May

Q: Can I make concessional contributions to super once I have more than 1.6 million? A: It is possible for a person to have concessional contributions made to superannuation irrespective of the total amount they have in super. There is

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Q&A – 15 May

Q: Can I make concessional contributions to super once I have more than 1.6 million? A: It is

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