SMSFs (Self-managed super funds)

Set out below are all SuperGuide articles explaining SMSFs (Self-managed super funds).

Top 10 performing super funds for 2015/2016 financial year, and for past 10 years

The investment performance result for the 2015/2016 financial year (1 July 2015 to 30 June 2016), for the median growth superannuation fund, has delivered the seventh straight positive calendar year return, according to figures from rating company, Chant West.The median return for a growth … [Read more...]

Asset classes: Naming the investment winners for the 2015/2016 financial year

Australian property (both listed and unlisted), global listed property and infrastructure investments were the stand-out performers for the 2015/2016 financial year (1 July 2015 to 30 June 2016), according to rating company, Chant West.In the table appearing later in the article, … [Read more...]

Problem with your adviser or super fund? A 2-step plan to resolve it!

Knowing who to turn to when you need help resolving a problem with your super fund or financial adviser can be tricky. There are a number of organisations that can help, but they all have different areas of responsibility and can help you in different ways.To help you understand what assistance … [Read more...]

Super complaints: What happens when your super fund lets you down?

Most of the time, Australia’s super system works very well and retirement savers are able to take advantage of their super fund’s extensive experience and knowledge in managing and investing their hard-earned retirement savings. But sometimes – even in the best of super funds – things can go wrong … [Read more...]

Superannuation changes: What rules apply for the 2016/2017 year?

Although the newly elected Coalition government has announced significant amendments to Australia’s superannuation rules, many of the big-ticket super policies are not changing, and many of the proposed changes will not apply for the 2016/2017 year.Apart from the $500,000 lifetime after-tax … [Read more...]

Seeking financial advice? A 5-step guide to obtaining expert help

Now that the outcome of the 2016 Federal election is finalised, with the Coalition winning government, the super system is set to face even more change. Unfortunately, more complexity usually accompanies any proposed superannuation reforms, driving many Australians to seek out financial … [Read more...]

SMSF advice: Is your accountant still allowed to help your fund?

Being the trustee of a self-managed super fund can be a challenging task at times, and most people need a bit of help at certain stages when running a SMSF, particularly when a decision, or strategy, requires financial advice. Traditionally, many Australians have turned to their accountant for … [Read more...]

SMSF trustees: Is your employer and fund ready for SuperStream?

Update:  Employers with 19 or fewer employees had a deadline of 30 June 2016 to be set up for SuperStream , but on 22 June 2016, the ATO extended this deadline to 28 October 2016. Note that employers with 20 or more employees were required to be set up for SuperStream by 30 June 2015, and this … [Read more...]