Investors Voice Category: Superannuation
17 days ago
Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
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3 months ago
A self-managed super fund (SMSF) is one of the key components of estate planning and it is important to consider what will happen to the funds when you or any...
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3 months ago
The Australian Research Council linkage project is testing whether the provision of a complete retirement planning model – offering career, health and financial guidance - will result in better retirement...
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8 months ago
Part 3 of our four-part Estate planning series provides detailed insights into superannuation proceeds trust, how they work, investment bonds, estate planning and taxation.
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10 months ago
Thirteen of Australia’s 80 closely-regulated MySuper superannuation funds have failed the APRA performance test. There’s a fair chance you are among the one million people in them.
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11 months ago
Part 1 of this article covered the retirement income covenant (RIC), where it seems to be headed, different kinds of retirees and some implications for how a super fund might cater for each type of retiree.
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11 months ago
The non-bank lending sector’s slice of the commercial real estate debt market is set to grow rapidly over the next three years to an estimated $50 billion by 2024, according to the consultancy firm Plan1.
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13 months ago
With the end of the 2020-21 financial year fast approaching, don’t miss out on the opportunity to utilise these superannuation strategies before 30 June to help boost your retirement savings...
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13 months ago
The Australian government has announced an extension of the temporary reduction in superannuation minimum drawdown rates to 30 June 2022.
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14 months ago
The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
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16 months ago
There has been a lot of interest and discussions relating to indexation over the past few months.
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17 months ago
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.
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3 years ago
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.
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3 years ago
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.
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3 years ago
Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and Competitiveness”.
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4 years ago
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.
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Five variations to a testamentary trust for you to consider