Month: July 2018

News

The future of SMSF reporting is here

Written by Jordan George, Head of Policy, SMSF Association The new financial year brings new reporting requirements for SMSFs and a new set of acronyms. From 1 July 2017 superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding superannuation pensions. To support the…

News

Fear factor investing

19 July 2018  Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association Fear is a factor in many of our investment decisions. Now, that’s not always a bad thing because fear can be an effective motivator that overcomes another great emotional roadblock for investors – procrastination. Fear can…

News

The good, bad, and potentially ugly for SMSFs

11 July 2018  Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association “Two hundred thousand dollars is a lot of money. We’re gonna have to earn it”  Clint Eastwood said as Blondie in The Good, the Bad and the Ugly, on the work a gang of three were…

News

The growth of savings outside super

02 July 2018  Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association Are you among the investors holding a growing proportion of your investments outside super? Changes to the super system – particularly the lowering of contribution caps and the introduction of the $1.6 million pension transfer cap*…