One of the most significant impacts of the superannuation transfer balance cap rules is the effect on the payment of death benefits, and many retirees are being caught unaware. Since July 1, there has been a cap of $1.6 million
Morningstar has upgraded BT’s Core Australian Share Fund to ‘gold’ and reaffirmed the ‘gold’ rating of BT’s Smaller Companies Fund. Comprehensive company research is the crucial factor in the success of the Core Australian Share Fund, Morningstar says. “The well-considered
Fund manager DNR Capital has added construction contractor WorleyParsons to its Australian Equities High Conviction Fund portfolio, backing a recovery in the company’s share price after a long decline. In its latest investor report, DNR says: “Earnings appear to be
SMSF investors consolidated their Australian equity portfolios during the first half of 2017, trading less often but taking bigger stakes. Online broker CommSec says in a report that lower market volatility appears to have given SMSF investors more confidence to
Investors’ responses to the profit reporting season suggest that the market is still rewarding those companies that can produce results in a weak revenue environment, rather than rewarding those investing for the future, according to fund manager Martin Currie’s analysis
There has been a sharp increase in the SMSF account balances a couple would need to fund a comfortable retirement, according to SMSF actuarial services provider Accurium. The firm’s latest SMSF Retirement Insights report estimates that the amount needed for
Q: I got my super fund annual statement in the mail the other day. It told me I would be liable for extra tax on my contributions. Where did that come from? A: Since 2012, anyone earning more than $300,000
Schrole Group (SCL) not yet listed Pay attention class! The lesson from this education recruitment play is that there’s still investor appetite for small cap listings that offer more than vague aspirational statements. A proposed backdoor listing – yep, they’re
One of the most significant impacts of the superannuation transfer balance cap rules is the effect on the
Morningstar has upgraded BT’s Core Australian Share Fund to ‘gold’ and reaffirmed the ‘gold’ rating of BT’s Smaller
Fund manager DNR Capital has added construction contractor WorleyParsons to its Australian Equities High Conviction Fund portfolio, backing
SMSF investors consolidated their Australian equity portfolios during the first half of 2017, trading less often but taking
Investors’ responses to the profit reporting season suggest that the market is still rewarding those companies that can
There has been a sharp increase in the SMSF account balances a couple would need to fund a
Q: I got my super fund annual statement in the mail the other day. It told me I
Schrole Group (SCL) not yet listed Pay attention class! The lesson from this education recruitment play is that
