Month: July 2019

News

Wanted: Post-retirement advice for SMSFs

July 2019 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…

News

The right way to use transition to retirement schemes

July 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review on 19 July 2019​ Given it is the beginning of the financial year and many are considering starting or continuing pensions, it is timely to take a look at transition to retirement income stream options. These streams allow people…

News

EOFY: A time to review, rebalance and recommit

July 2019 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…