Welcome to the first edition of the SMSF Connect Investment Series. Hi my name is Ian Irvine and I have been a keen investor for over 40 years. It all started when I was still at high school, when one evening my father took me to an education session at The Sydney Stock Exchange. Shortly…
July 24, 2019
SMSF Association review of the Australian Taxation Office’s SMSF Statistical Overview 2016-2017
The SMSF Association has released their review of the Australian Taxation Office’s 2016-17 statistical overview of SMSFs. It reveals a sector that has not only performed well but provides a positive outlook for its future growth and strong performance. So what are the key takeaways for SMSFs? The average SMSF establishment size rose to $521,000…
July 23, 2019
Wanted: Post-retirement advice for SMSFs
Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Board Director of the SMSF Association Self-managed super funds (SMSFs) have increasing unmet needs for advice about having a regular retirement income, investing in retirement and estate planning. The 2019 Vanguard/Investment Trends SMSF Report estimates that 145,000 SMSFs have unmet needs for advice on post-retirement planning while 80,000…
July 19, 2019
The right way to use transition to retirement schemes
Opinion piece written by John Maroney, CEO, SMSF Association First published in the Financial Review on 19 July 2019. Licensed by Copyright Agency. Given the beginning of the new financial year is approaching, many are considering starting or continuing pensions. This also means, it is timely to take a look at transition to retirement income…
July 8, 2019
EOFY: A time to review, rebalance and recommit
Written by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia/Board Director of the SMSF Association Memories of June growing up in Tasmania are of bleak days, frost-covered windscreens, icy football fields and the strong desire to hibernate. But perspectives change – slowly in this case – over time. June in Tasmania is now a…