Month: June 2018

News

New contribution rules in run up to the end of the financial year

June 2018 Jordan George, Head of Policy, SMSF Association Age may just be a number, but it is an important factor in determining how the changes to the superannuation contribution rules apply to you. 65 and 75 are often the key ages in regards to eligibility and given that the Australian Taxation Office (ATO) considers…

News

Why SMSFs want estate-planning advice

22 June 2018  Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association An estimated 77,000 self-managed super funds (SMSFs) have unmet needs for advice on estate planning. The 2018 Vanguard/Investment Trends SMSF Report confirms that estate planning is among the highest unmet needs for advice. This equates to 13 per…

News

SMSFs: Our ‘hardest’ jobs

18 June 2018 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association What are the hardest aspects of running your self-managed super fund (SMSF)? Do they include keeping track of the seemingly-constant regulatory changes, handling the impact of those changes, choosing investments or handling your fund’s paperwork and…

News

Australia’s SMSF Army

06 June 2018  Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association Australia’s army of Chief Investment Officers is marching into retirement. This year’s Vanguard/Investment Trends SMSF survey shows that more than 50 per cent of the $720 bil-lion invested in SMSFs is now being managed by retirees.…