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Issue 2: Cash – How much is enough in your SMSF?

August 2019 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…

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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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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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Retiree self protection: A volatility-and-downturn ‘bucket’

16 October 2018 Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association This is a straightforward strategy intended to reduce the possibility of retirees – particularly those with many years of retirement ahead – having to sell investments at depressed prices to maintain their income in the…