Pension Loans Scheme rebranded, rate reduced, 12% Superannuation Guarantee guaranteed, Super fund merger news, Australians want to work for longer, Younger Australians not confident about their retirement, Switching decisions don’t pay off for superannuants, Super funds and Nukes.
The fear of floods and heavy rain has overtaken that of fires this summer, but Australia will always be prone to natural disaster, which makes home and contents insurance – at the right level – essential.
With demand for ethical investments on the rise, more super funds and investment managers are answering the call.
At the start of each year we put together a calendar to help you keep on top of your SMSF to-do list for the next 12 months.
Cut-off age for bring-forward rule confirmed, Poor performing super funds still have sticky membership, SMSFs fail to beat the market, Superannuation portfolio holdings disclosure regulations finalised, new director IDs, Retiree living costs rise, calls for fairer PLS rate, APRA turns up the heat on high fees, billions in unpaid super, and Australia’s pension system up with the best.
If you’re new to SMSFs then you may also be new to minute-taking. If so, we request a minute of your time to guide you through the process.
Like everything to do with SMSFs, there are rules and processes to follow when the time comes to call it a day.
SMSF trustees need to understand the potential impact currency movements can have on their international equity portfolios.
All SMSFs will need to be wound up one day, so it pays to be aware of the costs from the outset.
Draft retirement income covenant released, TWUSUPER calls off EISS merger, Superannuation industry at risk of losing billions due to climate change, SMSFs must use SuperStream for rollovers, Financial services coalition calls for broad financial compensation scheme, Design and Distribution Obligations (DDO) go live.
Underperforming funds now need to tell APRA why, Re-contributions of Covid-19 early release super withdrawals allowed, Separating couples can request partner’s super information, SMSFs numbers increase in June quarter, Retirees experience higher inflation, SMSF investors fuel growth in ETFs, Colonial First State in Federal Court.
If you’re prepared to do a lot of the grunt work yourself, running your own super fund need not be costly.
Retirement income covenant position paper released, Latest Superannuation Inquiry is “political theatre”, Retail investors flock to sustainable strategies, Superhero launches new super fund, SMSFs most satisfied superannuation fund members, Australians engaged with superannuation.
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
Scams are on the rise and evolving all the time. We show you how to spot them and keep your money safe.