The SMSF Association and Accurium are the first to publish detailed figures on how the retirement wealth of Australia’s SMSFs have changed post the 2016 SMSF annual tax returns. This new research features the increases in median SMSF balances and provides facts on retirees’ desired lifestyles in retirement including confidence levels on financial health. The…
Australians enjoy dreaming about their future and believe in their ability to create the life they want. People happiest with their lot in life are most likely to have a financial plan, according to the FPA Live the Dream report. The national research of working-age Australians also includes fascinating insights into the regrets, dreams, and…
CommBank, in partnership with the SMSF Association, has produced the SMSF Report based on in-depth research conducted to better understand the dynamics of the SMSF market and its investors. The research reveals that SMSF investors no longer meet the traditional stereotype and explores the differences between four types of SMSF investors, each with their own…
The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and extend the carry forward of concessional contributions. The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and…
The SMSF Association and Accurium have come together to present this extensive study of over 65,000 SMSFs looking at how retirement wealth of Australia’s SMSF trustees has changed over the 2015 financial year. Based on Accurium’s extensive database, it provides the first detailed figures to be released for the 2015 financial year and considers how well prepared SMSF…