July 2016
Exchange Traded Funds to suit a low-growth world
Which ETFs are best suited to the range of mooted market scenarios?
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June 2016
Tax time: 10 questions to ask yourself as June 30 looms
Tax season is upon us, and surprise changes in this year's budget have experts fielding queries.
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The next step for Perpetual's global fund
Perpetual's Garry Laurence is trying to convince investors that there is more to the respected fund manager than Australian equities.
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Election 2016: What the outcome means for your super
Both major political parties have made it clear that superannuation rules will be changed. This is what you need to know.
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May 2016
How to gradually build a diversified portfolio
Retail investors are often urged to diversify. But it's easier said than done.
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Savers have few choices in low bond yield world
Savers are being warned against drastic moves up the risk curve as record low bond yields threaten to further strangle their nest egg.
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New York's Focus Financial Partners shopping for Aussie advice firms
New York's Focus Financial Partners, which last week took a stake in Australian firm MW Lomax, has a $US1 billion war chest and appetite for half a dozen more local deals.
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How retirees can pull off a multimillion-dollar pension restructure
Retirees with more than $1.6 million may be able to get around new saving limits by reshuffling the investments and using outside pension accounts.
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Why Auscap Asset Management is 50 per cent cash
Auscap Asset Management has returned 21.94 per cent in the year to April and more than half the fund is in cash.
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Budget 2016: What to do with super in the next 14 months
Putting money into superannuation in 2016 and splitting contributions with your spouse are among the strategies advisers are pitching to workers approaching retirement to get around budget changes.
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Budget 2016: What's your post-budget super strategy?
Wealthy retirees and savers are tipped to use a raft of splitting strategies to get around budget super changes that start in July 2017.
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AZ NGA founder Paul Barrett is snapping up Australia's financial planning firms
The former ANZ executive has just bought his 12th financial planning firm, bringing his network's funds under advice to $3 billion.
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April 2016
How to protect your family's wealth
Wealth protection is far less sexy than wealth building, but it's critically important if you want control over where your assets go.
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Federal Budget 2016: High-income earners plan to sidestep super
High-income earners are considering spending more of their wealth if the government's plan to slash the cap on super contributions goes ahead.
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5 ways to offset capital gains tax (and where to watch out)
There are a few strategies you can use to offset capital gains tax, but there are also some dangers.
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Top fund managers on how our worst picks made us better investors
We all make mistakes, even the pros. Here is what top fund managers learned from their dud stock picks.
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Cutting super caps would cost savers thousands
A heavily-tipped reduction in how much people can add to their super each year before tax could cost a conservative investor around $70,000 in retirement income, modelling shows. Kate Cowling crunches the numbers.
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GFC memories keep millennials in investment safe havens
Millennials want to quit their jobs and retire early, but they also want to shield their portfolios from volatility.
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Plan B if the Federal budget cuts superannuation contribution caps
Savers approaching retirement may be feeling bit panicked about the prospect of cuts to how much they can add to their superannuation each year. Luckily there are some other ways to build up savings while saving on tax.
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Most accountants shun SMSF licence
Just over 1 per cent of accountants who were providing SMSF advice a couple of years ago, or less than 400, will be licensed from July.
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