Investors Voice Category: Superannuation

If you’re seeking a property investment option to include in your Self-Managed Super Fund with the opportunity to provide competitive returns and diversification, but are not looking to own real estate directly, an Australian-based mortgage trust may be an option for you.

If we are to believe everything in the news these days, the superannuation industry appears to be facing an existential crisis; that is except the industry, or union super funds.

Unless you invest in the self-invest option, a transfer to an industry fund will see your money placed in a range of managed options and you will be treated the same as existing members who have no idea where their money is invested or indeed the franking credits they earn.

Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and Competitiveness”.

Most tradesman will say their super is invested with one of the big industry funds but be completely unaware of the underlying assets in the fund.