Written by Emma Partenza, SMSF Works, SMSF Specialist Advisor (SSA) May 2020 Overview The primary tax concession for an SMSF that pays a retirement phase pension is the partial or potentially full exemption from fund income tax (15%) on eligible assessable income. However, this is put at risk where the minimum pension standards are not…
May 7, 2020
Dividends, growth and capital – Your COVID-19 considerations
Written by Franco Morelli, Policy Manager, SMSF Association In August 2019, when the ATO wrote to nearly 18,000 SMSF trustees about portfolio diversification, many in the industry thought the regulator was overstepping the mark. Now the ATO looks like a prophet. As the SMSF Association conveyed at the time, the ATO was not trying to…
April 23, 2020
Where to next for gold?
Content provided by The Perth Mint Precious metals like gold, have had a particularly strong start in 2020. This webinar focuses on looking through the current trends influencing the gold market, and the role precious metals, particularly gold; can play in diversified investment portfolios for SMSF trustees. Topics include: Performance trends Demand outlook Short-term drivers…
April 23, 2020
Marking 20 Years of the S&P/ASX Index Series
Content provided by S&P Dow Jones Indices A Look Back at the Growth of Index-Based Investing in Australia Much has happened in the 20 years since the launch of the S&P/ASX Series in 2000. Australians have witnessed sharp ups and downs in the stock market, though over the long term, growth has trended upward. A…
April 23, 2020
Magellan Global Markets and Portfolio Update – 1 April 2020
Content provided by Magellan Asset Management Limited Hamish Douglass, the Chairman and CIO at Magellan, talks about what market reaction to COVID-19 surprised him, why the portfolio has withstood the market ructions, what makes Estée Lauder and LVMH sound investments still and why inflation is not an immediate threat despite the massive fiscal and monetary…
March 24, 2020
Watch this ratio as market volatility escalates
Content provided by The Perth Mint Written by Jordan Eliseo, Senior Investment Manager, The Perth Mint The sharp correction in global equity markets since late February is encouraging SMSF trustees to revisit the asset allocation in their portfolios, with safe haven assets like government bonds and gold outperforming risk assets over this time period. One…
March 19, 2020
Ensure your SMSF is best placed amid COVID-19 and times of uncertainty
The world is experiencing an unprecedented global event with the very real chance of an economic recession. It is important that as an engaged SMSF trustee, you understand the implications of the economic activity and ensure you have appropriate plans for your retirement. So how can you ensure your SMSF is best placed amid the…
February 25, 2020
Gold: Low Cost, Liquid and Simple
Content provided by The Perth Mint Written by Jordan Eliseo, Senior Investment Manager, The Perth Mint Gold has begun 2020 in a strong position, with the yellow metal topping AUD 2,300 per troy ounce in January, an increase of almost 10% for the month. Driven by geopolitical tensions in the Middle East and fears over…
January 20, 2020
Why managing your retirement income is more important than ever
Written by Name, Title, Company Life expectancy in Australia has reached record highs with a male born today expected to live to 80.7 years and a female to 84.9 years, according to the latest figures released by the Australian Bureau of Statistics (ABS). Male life expectancy has increased by 0.2 years over the 2015-2017 to…
January 16, 2020
Gold demand hits all time high as price soars in 2019
Content provided by The Perth Mint Written by Jordan Eliseo, Senior Investment Manager, The Perth Mint The rise in the gold price beyond AUD 2,000 per troy ounce and multiple interest rate cuts by the Reserve Bank of Australia (RBA) helped drive a surge in demand from Australian investors throughout 2019. The rise in demand…