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Investors Voice Category: Superannuation

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Superannuation • Market outlook • Retirement • Savings
17 days ago
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Super changes you need to know about

Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
By Shane Ellis*
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SMSF • Superannuation • Estate Planning • Wills
3 months ago
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SMSF estate planning and death benefit nominations

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...
By Shane Ellis*
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Retirement • Superannuation • Financial Planning
3 months ago
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Five retirement planning pitfalls to avoid

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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Superannuation • Bonds • Tax • Exclusive Member Content
8 months ago
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Estate planning, super proceeds trust, investment bonds and taxation: Part 3

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.
By Lucy Percy and Tim Henry*
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Superannuation • APRA • Retirement
10 months ago
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My super fund just failed the APRA performance test. What’s next?

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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Retirement • Superannuation
11 months ago
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Ensuring all retirees find a suitable retirement solution - Part 2

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.
By Geoff Warren and David Bell*
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SMSF • Superannuation • Investing
11 months ago
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Why the non-bank sector appeals to SMSFs

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.
By Per Amundsen*
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Superannuation • Financial Planning
13 months ago
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Nine super tips to consider before EOFY

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...
By Andrew Buchan*
1 0
Superannuation • Retirement
13 months ago
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Reduced super minimum drawdown rate extended

The Australian government has announced an extension of the temporary reduction in superannuation minimum drawdown rates to 30 June 2022.
By Staff Writer
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Superannuation • SMSF • Retirement
14 months ago
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Budget 2021-22 and superannuation changes

The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
By Staff Writer
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Superannuation • SMSF • Retirement
16 months ago
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Indexation – transfer balance cap and contributions

There has been a lot of interest and discussions relating to indexation over the past few months.
By Anthony Cullen SuperConcepts
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SMSF • Real Estate • Superannuation • Mortgage Trust
17 months ago
Mortgage Trusts Nick Moore AIA

Four features to consider when investing in a mortgage trust

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.
By Trilogy
4 1
Superannuation • SMSF
3 years ago
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Superannuation - It Isn't A One Size Fits All

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.
By Drew Meredith
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SMSF • Superannuation
3 years ago
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Be Careful What You Wish For

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.
By Jon Kalkman
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Superannuation • SMSF
3 years ago
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The View: Super for Some

Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and Competitiveness”.
By John Abernethy
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SMSF • Superannuation
4 years ago
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Where's Your Superannuation Invested?

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.
By Ishan Dan
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Popular Articles

  • Super changes you need to know about
    by Shane Ellis*
  • SMSF estate planning and death benefit nominations
    by Shane Ellis*
  • Seven steps for managing inheritance
    by Vanessa Stoykov*
  • Australians snap up gold as market uncertainty rises
    by Jaspar Crawley*
  • Five retirement planning pitfalls to avoid

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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