self-managed superannuation funds

SMSF

The Government’s controversial Your Future, Your Super and it best financial interests duty has placed SMSF trustees at risk, according to the major accounting groups....

SMSF

The Government may have upset APRA-regulated funds via its Your Future, Your Super legislation but it is backing the growth in self-managed funds....

SMSF

Control, flexible investment choices, dissatisfaction with their existing fund, and tax and estate planning are the key reasons people chose to set up their own self-mana...

Expert Analysis

The COVID-19 pandemic has brought unique challenges to self-managed superannuation funds and this checklist is an opportunity to assess the overall health of fund. ...

SMSF

Self-managed superannuation fund trustees think two to three times about whether SMSFs are right for them due to regulatory uncertainty, according to a report....

SMSF

New data has revealed the degree to which self-managed superannuation funds are facing a decade of struggle as the COVID-19 pandemic and associated measures undercuts the...

SMSF

Self-managed superannuation members who split will only be paid out if they have reached retirement or preservation age, a law firm has warned....

SMSF

The Australian Tax Office has warned Australians about illegal self-managed superannuation fund schemes that allow illegal early withdrawals....

Superannuation

The ATO is looking to audit funds that are invested in a single asset class and will slap a penalty on them if the investment strategy does not meet retirement objectives...

Superannuation

New research has confirmed that Government changes to the rules are making it harder for people to accumulate more than $2 million in their superannuation accounts....

Funds management

Australian investors remain unaware that total dividends rose close to eight per cent, in dollar terms, from 2017, Plato Investment Management warns....

SMSF

Industry Super Australia has declared that managing your own superannuation is a poor decision unless you can afford to invest millions of dollars in your fund, saying th...

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

3 months 3 weeks ago
Kevin Gorman

Super director remuneration ...

4 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

4 months ago

Michael Lovett, who left the investment firm just three months after launching its Vanguard Super offering, has taken up a chief executive role at an Australian asset man...

21 hours ago

As Australia gears up for the May budget, Treasurer Jim Chalmers has shed light on the significant global economic challenges that are shaping the nation’s fiscal decisio...

21 hours ago

A fintech leader has said that AI technologies will have profound implications for the superannuation sector....

21 hours ago