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SMSFs attract younger members

August 2019 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…

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Wanted: Post-retirement advice for SMSFs

July 2019 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…

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The right way to use transition to retirement schemes

July 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review on 19 July 2019​ Given it is the beginning of the financial year and many are considering starting or continuing pensions, it is timely to take a look at transition to retirement income stream options. These streams allow people…

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EOFY: A time to review, rebalance and recommit

July 2019 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…

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Election sorted – time to look at dividends again

June 2019 With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend franking reform have cleared.  So now we can sleep well at night knowing we can bank out franking credits, let’s have a look at what’s on offer for the income-seeking investor.Looking across…

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How couples can even up their super balances

May 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian Financial Review on 23 May 2019 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 making superannuation…

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Considering an SMSF? Here’s what you need to know

May 2019 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) performs the same role as other…

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Coalition vs Labor – Budget 2019: What it means for investors

May 2019 Whichever major party finds itself in power after the imminent Federal Election, Australia’s retail investors can gain most reassurance from the fact that they will probably end up as beneficiaries of an income tax cut. Coalition Treasurer Josh Frydenberg pitched his Budget largesse at salary and wage earners but spread the net wide…