Keith Ford

Host at The SMSF Adviser Show

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Articles

Relative Return Insider: Weak GDP, rate cut expectations, and global tensions

3 weeks ago | moneymanagement.com.au | Keith Ford

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve Bank’s next move. With quarterly growth slowing to just 0.2 per cent, Oliver also explores whether interest rates remain too high and why a rate cut may arrive sooner than expected, as well as whether the increasing minimum wage could have an impact on monetary policy.
How a single SMSF could be on the hook for a $30m Div 296 bill

3 weeks ago | smsfadviser.com | Keith Ford

Earlier this week, The Australian Financial Review noted that WiseTech director Charles Gibbon’s December 2024 sale of 1.53 million shares in the $33 billion software firm was executed through the trustee for his SMSF. Fabemu No. 2 Pty Ltd acts as the trustee for the Gibbon Superannuation Fund, which, based on its remaining holding of WiseTech shares, could be the largest SMSF nationwide.
Relative Return Insider: Insights from London and a political reboot

1 month ago | moneymanagement.com.au | Keith Ford

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morgan’s recent conference in London, and what top fund managers and analysts see driving market behaviour.
New shadow ministry announced with limited economics, financial runs on the board

1 month ago | smsfadviser.com | Keith Ford

In his place is Ley’s deputy leader Ted O’Brien, who many had tipped as a top prospect for the shadow treasurer role, despite having just 18 months of economics committee service under his belt. He does, however, hold a Master of Economics (International Political Economy). Shadow assistant treasurer and financial services minister Pat Conaghan, on the other hand, has no economics background to speak of at all.
New shadow finance roles appointed as Hume exits

1 month ago | moneymanagement.com.au | Keith Ford

Following the purge of veteran MPs after Labor’s landslide election victory, the Coalition has announced a new shadow treasurer and financial services minister that are thin on economics experience. In a press conference on 28 May, Opposition Leader Sussan Ley announced a new-look shadow ministry – and it includes a Treasury portfolio with little in the way of financial services background.
CSLR spend set to fall below FY25 estimate

1 month ago | moneymanagement.com.au | Keith Ford

Spending by the Compensation Scheme of Last Resort (CSLR) in FY25 is expected to be less than the $24 million it had previously estimated. Slower claim processing than expected is set to reduce the amount the CSLR pays out during the 2024-25 financial year, with levies already paid rolling over to subsequent years.
Calls to amend super tax unintentionally bolster Treasurer's stance

1 month ago | superreview.com.au | Keith Ford

Op-Ed: The Labor government remains steadfast in the face of opposition to its controversial $3 million super tax, however, some of the critics might be making the Treasurer’s case for him. The newfound obsession with the government’s $3 million super tax within mainstream media post-election is a testament to just how unexpected the scale of victory was.
Arguments against $3m super tax inadvertently explain Labor’s refusal to budge

1 month ago | smsfadviser.com | Keith Ford

Op-Ed: Despite pressure ramping up following its landslide election victory, Labor has maintained its stance on taxing unrealised capital gains through Division 296, and some of the critics might be making the Treasurer’s case for him. The newfound obsession with the government’s $3 million super tax within mainstream media post-election is a testament to just how unexpected the scale of victory was.
Bragg accuses Chalmers of misinforming on super tax

1 month ago | superreview.com.au | Keith Ford

Liberal senator Andrew Bragg and Treasurer Jim Chalmers are at odds over whether federal politicians covered under the pre-2004 defined pension scheme would be captured in the super tax changes. Appearing on 2GB radio on Friday, Bragg stated that the Division 296 “legislation does not include the prime minister and other ministers who would be subject to this tax”. The claim was in response to Chalmers arguing the exact opposite earlier in the week.
Former SMSF adviser loses extradition fight in NZ over theft charges

1 month ago | smsfadviser.com | Keith Ford

ASIC permanently banned Pearson from the financial services industry in November 2015 after an investigation into her conduct in advising self-managed superannuation fund (SMSF) clients.