Hello again, for those who read the first of our SMSF Connect Investment Series – The importance of cash flow in your SMSF, I hope it was useful. For the next in our series, we’re sticking with the cash theme and ask ‘Cash – how much is enough in your SMSF?’ SMSFs are often criticised…
Reflections from an investor
Content provided by Magellan Financial Group Written by Hamish Douglass, Chairman and Chief Investment Officer, Magellan Financial Group Insights gathered from years of investing include thoughts on how to find the right investments, how to let investments work for you, risk management and the best temperament to have when investing. However, as the prices of…
Beware transfer balance cap strategies when it comes to death benefits
Written by John Maroney, CEO, SMSF Association First published in The Australian Financial Review on 15 August 2019. Licensed by Copyright Agency. Maximising your $1.6 million pension cap may backfire on your beneficiaries. Strategies to work around the $1.6 million transfer balance cap (TBC) may be useful for those in pension phase trying to maximise their…
SMSFs attract younger members
Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Board Director of the SMSF Association Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so. In reality, a high proportion of investors establishing SMSFs are…