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The government’s retirement income review is being told our current tax and benefit treatment of retirement incomes is a mess.

As a business evolves, one of the issues it must deal with is whether its branding adequately reflects product and service expansion over time. This is a question we have had to address at SuperAA (Superannuation Advisors Australia), a business that was launched in 2013 with the aim of offering SMSF audit services and technical support to accounting firms.

The private rental sector has expanded at more than twice the rate of the increase in Australian households in the last two decades. This increasingly diverse form of tenure now houses about one in four of us. 

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today’s investor can choose ETFs across different sectors, based on certain themes or even offering alternative weighting schemes, like yield or value, captured by the phrase smart beta.

APIR, the long-time provider of identifiers for managed funds, is enhancing its role as a utility in the funds management industry. It’s not an easy role to perform, but it’s an important one. And managed funds are not shrinking in number, as you’d otherwise suspect. According to Chris Donohoe, the chief executive at APIR, the…

Over the last few weeks there has been a heightened level of debate concerning Listed Investment Companies (LICs) and Listed Investment Trusts (LITs). As always, industry experts have presented thoughtful, considered positions following ASIC’s analysis provided to Treasury on LIC performance.

I recently tried an experiment. I changed several light bulbs, and since one required a little rewiring, I sent my wife (also known as the majority shareholder) a bill for $110.50 (plus GST). In return, she sent me a bill of $457.98 for her preparation in late December of a sumptuous meal, plus her work managing all social connections associated with the holidays. 

Australia is in the midst of a bushfire crisis that will affect local communities for years, if not permanently, due to a national crisis of underinsurance.

Regardless of where they live, investors have a significant opportunity to diversify their equity portfolio outside of their home market.

We are used to being able to pay for things with legal tender. Other than in special circumstances, refusing to accept cash can have legal consequences.

Australia, like the rest of the developed world, is on the verge of the largest intergenerational wealth transfer in history. It’s estimated more than $3 trillion will change hands over the next 10 to 20 years as the Baby Boomer generation pass on their wealth to others.