investment

An investment’s after-tax and after-fee return is the one that really matters.

Too often, investors fall into the trap of focusing too much on an investment's nominal return without taking tax and fees into account. This can, of course, give a misleading impression of their real return.

An article in the May issue of Superfunds magazine, published by the Association of Superannuation Funds of Australia (ASFA), examines how large super funds are preparing to meet their fast-approaching legal obligations to adopt after-tax investing practices.

When a client and his wife recently asked me about setting up their own SMSF, one of the first things she said was that they could have the SMSF buy a block of land they already owned that they wanted to build on for rental income but didn’t have the funds for the construction. That way the SMSF owns the land and they could use the money from the sale to build their house on it. In short, that would be as clear a breach of the Superannuation Industry (Supervision) Act 1993 (the SIS Act) as I could come up with!

DIY Super Investment Strategy? Can Do!

Australian Ethical Investment Limited shareholders have voted to reject all resolutions put to a general meeting called by a small group of shareholders who attempted to gain control of the board.

In the new edition of Financial Standard we look at EOFY strategies for the future and profile Lewis Bearman, chief executive of Perennial Investment Partners. For all the latest news, views and regular features download the app today.

Plum has upgraded its online education centre and launched new benefit projection features in an effort to encourage more direct member engagement.

Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years.