Investors Voice Category: Superannuation
5 months ago
This October Budget is the second Federal Budget for 2022 and the first by the Albanese government.
1 0
9 months ago
Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
0 1
Advertisement
11 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...
0 0
11 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...
1 0
16 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.
0 0
19 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.
1 0
Advertisement
19 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.
1 0
20 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.
0 0
22 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...
1 0
22 months ago
The Australian government has announced an extension of the temporary reduction in superannuation minimum drawdown rates to 30 June 2022.
1 1
23 months ago
The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
5 2
2 years ago
There has been a lot of interest and discussions relating to indexation over the past few months.
1 0
2 years 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.
4 1
4 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.
0 0
4 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.
0 0
4 years ago
Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and Competitiveness”.
0 0
5 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.
0 0
Five variations to a testamentary trust for you to consider