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Searching Content indexed under Finance and Banking by Moore Stephens ordered by Published Date Descending.
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1
Not fully ready to retire? Try before you buy - with a TTR Strategy
There is scope to access some of the retirement savings in your super fund under a Transition to Retirement arrangement.
Australia
 
7 Sep 2015
2
UK pension transfer changes - implications in Australia
If Australian super funds are not also registered QROPS funds, UK pension transfers could carry up to a 55% transfer tax.
Australia
29 Jul 2015
3
Proposed superannuation changes in 2015-16 Budget
The 2015-16 Budget did not introduce changes to the taxation of superannuation, and announced only minor policy changes.
Australia
29 Jul 2015
4
Couple de-coupling (divorce) and specific complications for SMSFs
There is a unique problem with SMSFs when it comes to trustees and marriage breakdown and splitting assets upon divorce.
Australia
 
8 May 2015
5
Australian Equities - Economic & market outlook
The ASX 200 Accumulation Index returned 10.33% over the quarter ending 31 March 2015.
Australia
19 Apr 2015
6
International equities - economic & market outlook
The MSCI World Index (ex-Aust) in local currency terms returned 4.23% over the quarter ending 31 March 2015.
Australia
19 Apr 2015
7
SuperStream: A guide for small business and for SMSF trustees
The government intends to modernise the superannuation system electronically through the introduction of SuperStream.
Australia
 
1 Apr 2015
8
Wealth Management Update - Summer 2014
This edition includes changes to the Commonwealth Seniors Health Care Card and a proposed ban on borrowing by SMSFs.
Australia
25 Dec 2014
9
International equities - a mixed outlook
Given that international valuations are not overly attractive, we recommend maintaining a modest underweight position.
Australia
21 Oct 2014
10
Australian equities - further volatility
We recommend investors err on the side of caution and maintain a slight underweight allocation to Australian equities.
Australia
21 Oct 2014
11
Model Equity Portfolio update
For the year 2013-14, our model Australian equity portfolio returned 20.35%, above the ASX 200 Accumulation Index return.
Australia
19 Oct 2014
12
Investment Insights - Chasing your tail
Hello and welcome to this month's edition of Investment Insights.
Australia
7 Sep 2014
13
GS 007 Controls Report: Have you got it on your corporate resume?
A GS 007 report is becoming more necessary for small providers to attract new clients and grow funds under management.
Australia
 
13 Aug 2014
14
Australian equities: forecast for the next 12 months
We would advocate a move from an overweight allocation back to a slightly underweight allocation to Australian equities.
Australia
9 Jul 2014
15
Revised Forecast: No more cut rates
We no longer expect that there will be 2 more rate cuts in this cycle.
Australia
8 Jul 2014
16
Investment insights - portfolios, hindsight and biases
With the financial year end, many will take the opportunity to look back over the performance of their portfolios.
Australia
1 Jul 2014
17
Superannuation EOFY planning
With 30 June almost upon us, this article is a reminder of key superannuation thresholds and contribution strategies.
Australia
 
20 Jun 2014
18
Investment insights - failing to plan is planning to fail
With the end of financial year rapidly approaching, many people will either start to consider year end tax strategies.
Australia
3 Jun 2014
19
Investment insights - forecasting, present and past
A 1933 article is of particular interest to forecasting, so it has been highlighted as the feature piece for this month.
Australia
8 May 2014
20
IRS extends date to register for US ‘FATCA’ reporting purposes
The IRS extended the registration date for US taxpayers, to be included on the initial IRS list of compliant FFIs.
Australia
10 Apr 2014
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