Over the last three months we have taken a look at investment product structures and how a range of assets classes fit within these, starting at a high level in September with ‘Understanding investment product structures’, in October, which dealt with equities in Part 2, and last month we looked at property assets. This month…
December 13, 2021
Pressing need for SMSF trustees to seek specialist advice
Opinion piece written by John Maroney, CEO, SMSF Association First published in The Sydney Morning Herald on 07 December 2021. Licensed by Copyright Agency. The Productivity Commission’s Superannuation: Assessing Efficiency and Competitiveness report in 2018 lamented that super fund members were often sold short when getting financial advice. In one of its recommendations relating to…
December 13, 2021
The five things to ask and do before you retire and tap into your self-managed superannuation fund
Opinion piece written by Tracey Scotchbrook, Policy Manager, SMSF Association First published in The West Australian on 13 December 2021. Licensed by Copyright Agency. During our working life, the focus is on building a superannuation nest egg for retirement. That can seem a long way down the track until that time suddenly arrives. Planning for…
December 2, 2021
More flexible super contribution rules in the pipeline
Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 02 December 2021. Licensed by Copyright Agency. Legislation before Parliament will allow substantial top ups to retirement savings for those aged 67-74. Self-managed super funds are set to become key beneficiaries of legislation before Parliament that will introduce more flexible…
November 26, 2021
Issue 27: Understanding investment product structures (Part 3): Property
In our September article on Understanding investment product structures, we started talking about investment product structures at a high level and last month we talked about which type of structure may suit you if you were to invest in an asset class, such as Australian equities, in our article creatively titled ‘Understanding investment product structures…
November 15, 2021
Spotlight Series: The differences between income and high yield trusts, and the importance of understanding different asset classes
Join Thinktank Business Development Manager – Investments, Lauren Ryan in this Spotlight interview to discover more about Thinktank’s services as a bespoke commercial and residential, non-bank lender. Plus, learn about different mortgage trust options (income and high yield trusts), and how these options may provide an opportunity for SMSF investors to create an alternate income…
November 3, 2021
SMSF scam alert: how I was offered returns of 18-24pc
Opinion piece written by John Maroney, CEO, SMSF Association First published in Australian Financial Review on 03 November 2021. Licensed by Copyright Agency. An approach to SMSF Association chief John Maroney serves as a warning not only to DIY fund trustees but to all investors. The call came one late afternoon. At the other end…
November 1, 2021
Transition to retire tool is tax effective
Written by Tracey Scotchbrook, Policy Manager, SMSF Association First published in Your Money (The West Australian) on 1 November 2021. Licensed by Copyright Agency. The pathway to retirement is varied. It only depends on whether you are financially ready, but if you are mentally ready to step away from working life. But once the decision…
October 27, 2021
Issue 26: Understanding investment product structures (Part 2): Equities
In our September article on Understanding investment product structures, we finished up with a question around which type of structure may suit you if you were to invest in an asset class such as Australian equities. There is no one answer to this question, for any number of reasons; not in the least of which…
October 6, 2021
Spotlight Series: Discover the new Australian megatrend and 3 important things investors should do
We recently sat down with Paul Miron, Managing Director from Msquared Capital, who shared his insights on the growing megatrend in the Australian market, particularly with increased interest in non-bank lending, and how the global pandemic has solidified the need for investors to diversify their portfolios. Paul also explained how alternative asset classes can provide…