Tag Archive: investments

Not All Share Services Are Created Equal

Max Newnham - 14 Oct 2015

In an article I posted on the site back in July I warned members of a pseudo-death duty imposed by the banks in the form of requiring probate to be obtained. This occurs when shares are owned by one member of a couple in their own name, that are worth more than $15,000, and the surviving partner or spouse wants…

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Are SMSFs Losing Their Appeal?

Max Newnham - 26 Nov 2014

Research carried out by DEXX&R, an Australian financial services research house, appears to indicate that the dominance of the superannuation retirement income sector by SMSFs will decline over the next 10 years. DEXX&R recently carried out a detailed analysis of superannuation funds with accounts in the drawdown or pension phase. For the first time this research included self managed super…

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