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McKell Institute calls for CGT 'circuit breaker'

ELIZA BAVIN  |  MONDAY, 21 JUL 2025
A new paper from the McKell Institute calls for a major shake-up of capital gains tax (CGT) via a 'circuit breaker' proposal to the stalled national housing debate. The paper suggests increasing or decreasing the CGT discount is too simple of ...

MySuper delivers 10.3% in FY25

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... return. This also marks the third consecutive financial year of positive returns for MySuper members. MySuper options are home to 15 million member accounts with savings of $1.1 trillion. Several default or balanced options either matched or exceeded ...

Rest Super loses investment risk lead

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Rob Leck has just finished up as the head of investment risk at Rest Super and is looking for a new home within the pension sector. For around half of his four years at the superannuation fund, Leck worked as a senior investment manager. He has spent ...

Lack of confidence in US equities brings investors back home

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
Geopolitical tensions and US trade policy uncertainty have continued to dampen investor sentiment, with many shifting their attention to Australian equities, new research found. According to Investment Trends' 2025 First Half Australia Online Investing ...

Local assets help deliver 12% for ART

KARREN VERGARA  |  WEDNESDAY, 2 JUL 2025
Homegrown investments helped bolster returns for Australian Retirement Trust (ART) in the 2025 financial year, with some options achieving nearly 12% p.a. The $313 billion super fund with 2.43 million members delivered 11.2% p.a. for its Balanced option ...

Brookfield to divest retirement living platform for $3.85bn

MATTHEW WAI  |  FRIDAY, 27 JUN 2025
Brookfield Asset Management is selling its local retirement home operator Aveo to The Living Company for $3.85 billion. Brookfield acquired Aveo in 2019 for about $1.3 billion. Aveo owns more than 10,000 units in metropolitan suburbs across the eastern ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... after accounting for fees, investors still access a lower cost of leverage than what's available through margin loans or home equity loans. Separately, Betashares has recently registered the Betashares Global Shares Ex US ETF. Gleeson declined to comment ...

Pacific workers face barriers to claiming super: University

ANDREW MCKEAN  |  TUESDAY, 17 JUN 2025
... tax, while those on four-year visas can amass up to $16,000. However, these funds can only be claimed after workers return home, and the process is complex, leaving millions unclaimed. There are over 31,000 PALM workers filling labour shortages in rural ...

Middle Australia on track for 'comfortable retirement': ASFA

ANDREW MCKEAN  |  TUESDAY, 17 JUN 2025
Thanks to a subtle shift in superannuation policy, a 30-year-old Australian earning the median wage is, for the first time, on the path to achieve a comfortable retirement, according to the Association of Superannuation Funds of Australia (ASFA). ASFA ...

Lower interest rates conducive for bigger risk appetite, small caps

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... risk of tariffs have seen businesses actively seek to shorten supply chains by moving production and processes closer to home. "This could favour small caps, which have much more domestic exposure than their larger peers, particularly in Japan and the ...