[Smart Investing] Shopping for advice; 'Dressed-up' tax schemes; Super jump
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30 March 2012
Shopping for advice
At different times of life different things tick the truly important box. For a 20-something it may be their first car, an overseas holiday or a first home. For a 60-something with the retirement line looming into sight, getting good financial advice can move from the helpful to the urgent list in a short space of time.
This is the time of year when the minds of many investors focus more on end-of-financial-year tax planning. And not surprisingly, this is the time of year when spruikers of questionable tax arrangements more heavily promote their wares.
A recent superannuation case before the Administrative Appeals Tribunal involved a fund member described in the tribunal's decision as a "tandem master parachutist".
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Bond ETFs boost diversity
Michael Laurence, 27 Mar 12 THE listing of Australia's first bond exchange traded funds this month has the potential to diminish the near obsession of self-managed super funds with direct shares, term deposits and cash. And their arrival could begin to break down the typical aversion of these funds to fixed interest.
John Collett, 24 Mar 12 Disillusion with traditional managed funds' high fees and poor performances is likely to see a continuing shift among financial planners and small investors to a type of listed managed fund called an exchange traded fund (ETFs).
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