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…
May 24, 2019
How couples can even up their super balances
Written by John Maroney, CEO, SMSF Association First published in The Australian Financial Review on 23 May 2019. Licensed by Copyright Agency. Are you like many households where there’s one much higher super balance and the other is lower? We outline why you need to change this and how to do it. Despite restrictions on…
May 20, 2019
Considering an SMSF? Here’s what you need to know
Written by Franco Morelli, Policy Adviser, SMSF Association First published in Your Life Choices on 16 May 2019. Self-managed superannuation funds are popular with Australians wishing to take on the responsibility and control of their retirement savings. SMSF Association policy adviser Franco Morelli explains what you need to know when considering this option. A self-managed super fund (SMSF)…
April 29, 2019
A June checklist for SMSF trustees
Written by John Maroney, CEO, SMSF Association First published in The Australian Financial Review on 29 April 2019. Licensed by Copyright Agency. With just a few months until the end of the financial year, now’s the time to be organising your DIY super fund. Here’s what to do. For SMSF trustees, the end of the…
April 17, 2019
Upcoming Federal Election: Are you across the major parties’ super and tax policies?
The Federal Election has been called for Saturday May 18 2019. Both major parties have outlined their superannuation and tax policies. The following provides a short guide on potential policies at the time of writing. Click here to download the guide. Disclaimer: The information contained in this document is provided for educational purposes only, is…
April 8, 2019
2019 SMSF Association Federal Budget recording
Hear from the SMSF Association’s Head of Policy, Jordan George, as he covers the key changes announced in last week’s Federal Budget, which are most relevant to SMSFs and superannuation. These include: Superannuation work test changes Exempt current pension income SuperStream ALP superannuation policy https://vimeo.com/328349075/9573681d23 Disclaimer: The information contained in this document is provided for…