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…
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…
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…
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…
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…
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…
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…
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…
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…
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…