superannuation

Earlier this week, Jim Chalmers announced a new Government policy set to double the concessional tax rate, from 15% to 30%, for superannuation balances over $3...

They say there are two certainties in life – death and taxes. This is what makes it even sweeter when we find a loophole or two around the old taxman. While your...

If cave tubing, trekking in Uganda and open water diving is your thing, then you should talk to Amanda Cassar. The self-professed adventure junkie is far from...

In less than 30 days we’ll cast our votes at the next Federal Election, to decide whether Anthony Albanese and the Australian Labor Party, or the incumbent Prime...

Followers of Surrey Asset Management would understand that Environmental, Social and Governance (ESG) is an essential part of our investment process. We don’t just...

One of the most challenging problems plaguing superannuation choice is how to evaluate historical performance outcomes against a fund’s stated objectives, which has...

Even though gold prices rallied in the first two weeks of July, there is no denying it was a tough first half of the year for the precious metal, which fell toward USD...

Lockdowns across most major capital cities in Australia have effectively thrown a wet blanket over this end-of-financial year. But really, we have plenty to...

From July 1, Australia's superannuation system will undergo a major facelift in what the Minister for Superannuation and Financial Services Jane Hume describes as the...

The walls of the Melbourne headquarters of Equity Trustees (ASX: EQT) are adorned with the portraits of former prime ministers, premiers and governors-general who have...

You can be forgiven for thinking the content of this evening's yet-to-be-announced Federal Budget already feels like yesterday's news. (That's the 24/7...

What with all the wild, speculative share price swings of late you may have experienced a niggling urge to throw your hard-earned cash at the next big thing you read...

Our attention turns this week to what is most Australian’s second biggest asset: superannuation. Super means a lot things to every Australian. For some it’s a tax...

Reasonable valuations, economic growth, falling interest rates, and growing debt: the driving forces of a typical balanced fund’s performance are all but spent. So,...

The almost $30 billion Australians have yanked from their super during the government’s early release program is anything but free money, BetaShares modelling shows....

In mid-January, research house SuperRatings said that members could expect ‘solid’ returns in 2020. While 2019 had been a bumper year, powered by one of the best...

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...

A time of reckoning for those super and other funds offering ready access to investors while holding large exposures to illiquid assets was going to come one day. Most...

Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are telling you that these assets haven't lost money, or...

The Federal government dropped a bombshell on the superannuation industry over the weekend with the announcement that members who had lost income due to the COVID-19...