Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association One of the simplest ways to make your retirement savings more efficient and less costly is to get rid of needless multiple super accounts. The vast majority of super fund members with multiple accounts unnecessarily pay multiple sets…
News
February 20, 2018
Potential pension minefields
Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association It has been a big year for the SMSF industry given the major policy changes the federal government made to super in the 2016 budget. Last week the Self-managed Super Fund Association held its national conference in Sydney…
February 1, 2018
What’s ahead for SMSFs?
Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association It would be difficult to underestimate the impact that self-managed super has on competition between super funds – with both SMSF and non-SMSF members being the winners. As actuaries Rice Warner comments in its recently-published Superannuation market projections report…
December 11, 2017
Family super fun? Getting the kids involved
Written by Franco Morelli, Policy Advisor, SMSF Association Running a self managed superannuation fund (SMSF) can be hard, but running a family is even harder. So why would anyone want to mix the two? When discussing SMSFs and children the narrative always suggests that it isn’t a very good idea, especially with the issue of…
September 18, 2017
SMSF retirement insights – SMSF Association and Accurium research
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…
August 21, 2017
FPA Live the dream 2017 research report
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…
October 13, 2016
SMSF Association research into contribution patterns
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…