Good investment habits versus damaging biases
In a low-interest, lower-return, more-volatile investment environment, investors have an even greater incentive to keep wealth-damaging behavioural traits or biases under control.
by zfs
by zfs
Control considerations flagged with death benefit pensions for children
When starting retirement phase pension accounts, SMSF professionals and their clients should think carefully about how it might impact the amount of death benefit pension that their children will be able to receive, says a technical expert.
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Interest rate for SMSF loans set to rise under safe harbour terms
Despite the recent cut to official interest rates, an update in the ATO’s superannuation rates and thresholds indicates that the minimum interest rate for SMSF loans under the safe harbour terms will increase for the 2019–20 financial year.
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Recession on our mind
When do we know for certain that we are on a path toward recession and that what we are experiencing is not simply a reversion to trend? How can investors prepare?
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What it will take to close the super gap between men and women
There’s a lot of talk about in how to close the super gap between men and women, with women often retiring with far less than men.
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What it will take to close the super gap between men and women
There’s a lot of talk about in how to close the super gap between men and women, with women often retiring with far less than men.
by zfs
Australia – How are we going as 2018-19 ends?
One great source of data about Australia. Become better acquainted with the country we love. An up-to-date snapshot of Australia's vital statistics. Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing … Read More
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LRBAs, guarantees in need of review after property market falls
With property markets taking a tumble in recent times, some SMSF clients may need to review the loan arrangements and guarantees they have, particularly where the loan-to-value ratio has significantly dropped, says an industry lawyer.
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Average age for establishing SMSFs sitting at 48.9: Report
The latest SMSF Benchmark Report from Class indicates that there is a continuing trend towards younger age groups setting up SMSFs, which follows similar findings from recent ATO statistics. In its latest SMSF Benchmark Report for the March quarter, SMSF software company Class analysed 26,100 funds comprising 46,943 members, … Read More
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ATO updates valuation guidelines for pension reporting
The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.
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