November 2018
SMSFs, business real property and the small business CGT cap
The ATO has indicated that in-specie contributions of active assets, such as business real property, may not qualify for the lifetime CGT cap where the in-specie super contribution is also the CGT event that qualifies for the small business CGT concessions.
October 2018
SMSFs, business real property and the small business CGT cap
The ATO has indicated that in-specie contributions of active assets, such as business real property, may not qualify for the lifetime CGT cap where the in-specie super contribution is also the CGT event that qualifies for the small business CGT concessions.
A decade after the GFC, global recovery gathers pace
After the GFC, many people expected a “new normal” of slow and hesitant economic growth with sustained low investment returns. But the fact is we have seen exceptionally high rates of return from most asset classes — in large part because interest rates fell to such low levels, and the still-low rates of inflation.
August 2018
Is modern 'ethical investing' just a luxury for the wealthy, or a robust strategy worthy of consideration by all investors?
Responsible investing seems all the rage, but what does this focus on Environmental, Social and Governance criteria (ESG) actually mean for individual investors?
July 2018
Why Australian interest rates could stay low for decades… and what that means for your investments
If we see an inflation breakout in Australia, an increase of up to 2% in cash rates should be more than enough to cool the economy. And, given that an interest rate rise of that magnitude will cause considerable stress to households and therefore the economy, interest rates will then probably be eased back.
June 2018
Financial Insights - 2018 Federal Budget Edition
2018 Federal Budget edition of Financial Insights
May 2018
Are we closing in on a sharemarket crash?
Are warnings overplayed of an early spike in the bond yield forcing the sharemarket into an early and deep slump?
April 2018
Do you have a SMSF and considering living and working overseas?
Most people are unaware that a self managed superannuation fund (SMSF) with non-resident trustees and members may be ‘non-complying’.
March 2018
Same sex marriage and the attendant implications for estate planning
The recent passing of the Same Sex Marriage Bill by Parliament is cause for celebration for those in a same sex relationship, but they should also be aware of the legal implications of marriage, and plan for their family’s future accordingly.
February 2018
Global sharemarkets have risen this year as major risks have eased
Compared with a year ago the world economy is in much better shape; the US has slowly grown back to full employment, China continues to roar ahead and the European and Japanese economies have started to grow again.
