Revised as at 03 June 2022 Managing your own super has many benefits, but it’s important to have a plan. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements. Step through the year with confidence with your SMSF Yearly Planner, detailing what you need to address each…
February 14, 2022
Academic Paper | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Research Summary | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Fact Sheet | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
November 26, 2020
How much money do you need to start an SMSF?
SMSFs are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable. In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running an SMSF. And the…
November 25, 2020
Is an SMSF the right answer for you?
November 2020 We believe that every Australian has the right to a good quality of life in retirement. An SMSF offers control, flexibility, and choice but ultimately, they aren’t the best option for everyone: it comes down to individual circumstances. To help those considering an SMSF for their retirement savings, this two-page flyer details a…
November 23, 2020
Cost of Operating SMSFs 2020: Infographic
November 2020 The cornerstone of the 2020 SMSF Week was the release of a key piece of research, conducted by Rice Warner, to update its previous findings for the Australian Securities and Investments Commission in 2013 ‘Costs of Operating SMSFs‘. Assessing the cost-effectiveness of SMSFs compared to APRA regulated super funds, the research, examines the…
November 17, 2020
New super contribution rules for older Australians
Superannuation rules are never stable, and the start of the 2020/21 financial year is no different. For older Australians, recent changes to the contribution rules may present new opportunities to contribute to superannuation. The changes are focussed on individuals aged between 65 and 74 and are designed to provide more flexibility in retirement. So, what…
July 14, 2020
Take control of your super – Time to set up an SMSF?
Setting up an SMSF can be complicated. Not getting it right can materially affect your financial situation and retirement plans. The first question you need to be sure about is whether an SMSF is the right fit. Seeking advice from an SMSF Specialist can help you determine this answer. Some considerations include: Do you have…
January 20, 2020
Why managing your retirement income is more important than ever
Written by Name, Title, Company Life expectancy in Australia has reached record highs with a male born today expected to live to 80.7 years and a female to 84.9 years, according to the latest figures released by the Australian Bureau of Statistics (ABS). Male life expectancy has increased by 0.2 years over the 2015-2017 to…