One on one with…Liam Shorte


Verante Financial Planning adviser and SMSF Association Sydney chapter chair Liam Shorte has been involved with SMSFs for 16 years. He reveals to Darin Tyson-Chan how disruptive the superannuation changes have been f.. Read More

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A new gateway to active funds management


SMSF investors have always favoured direct investing, making allocations to managed funds unattractive for many. However, in the current low interest rate environment, new avenues to markets are being sought. Daniel .. Read More

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Last Word

Julie Dolan details how the transfer balance cap will be indexed


On 23 November 2016, the Treasury Laws Amendment (Fair and Sustainable Superannuation) Bill 2016 and the Superannuation (Excess Transfer Balance Tax) Imposition Bill 2016 were passed by both houses of Parliament. Amo.. Read More

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From the editor

From the editor: It didn’t take long


The new rules governing superannuation have actually now been passed through the houses of Parliament, meaning the brave new world of retirement savings has now begun. While we’re now all trying to digest w.. Read More

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