Investment special, Top performing funds, Productivity Commission report, Franking credits, Life expectancy
Welcome to the JANUARY 2019 edition of the SuperGuide newsletter. Highlights include:
- TOP PERFORMING FUNDS FOR 2018: The last quarter was a rollercoaster for many investors, but the median balanced super funds managed to eke out a positive result – the 7th year in a row. Find out which funds did even better.
- PRODUCTIVITY COMMISSION: The PC has handed down it’s final report card on super. Janine summarises the main considerations for Australian consumers, and separately assesses the “Best in show” proposal which is making all the headlines.
- FRANKING CREDITS: The ALP’s ban on franking credits could become a reality if they win the next election, and would have significant consequences for many SMSFs. Ali Cain explores how this can affect an SMSF’s investment strategy, and what options SMSF trustees might consider.
- SMSF INVESTMENT: Discover what SMSFs are investing in – including the most popular Australian shares, International shares and alternative investments.
- LIFE EXPECTANCY: One of the trickiest areas of retirement planning is knowing how long you’ll be around for. Luke Vanem looks at the key factors and statistics, while David Orford urges us to treat the statistics with a pinch of salt.
SMSF INVESTMENT
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Australian shares remain the most popular asset class for SMSF investors, with portfolios dominated by the big banks and miners. Read more.
Australian shares remain the most popular asset class for SMSF investors, with portfolios dominated by the big banks and miners. Read more.
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets. Read more.
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets. Read more.
SMSF trustees are often accused of being unadventurous in their asset allocation, but some are bucking the trend with ‘exotic’ investments in everything from horse semen to vending machines and… Read more.
SMSF trustees are often accused of being unadventurous in their asset allocation, but some are bucking the trend with ‘exotic’ investments in everything from horse semen to vending machines and… Read more.
IS YOUR SUPER FUND PERFORMING?
In this article you can discover the top 10 performing Conservative super funds over 1 year and 10 years to 31 December 2025. Conservative funds have 21-40% invested in growth… Read more.
In this article you can discover the top 10 performing Conservative super funds over 1 year and 10 years to 31 December 2025. Conservative funds have 21-40% invested in growth… Read more.
In this article you can discover the top 10 performing High Growth funds over 1 year and 10 years to 31 December 2025. High Growth funds have 81-95% invested in… Read more.
In this article you can discover the top 10 performing High Growth funds over 1 year and 10 years to 31 December 2025. High Growth funds have 81-95% invested in… Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
PRODUCTIVITY COMMISSION
Australia’s current super system is “harming millions of members” through underperforming funds, multiple accounts and excessive fees. Read more.
Australia’s current super system is “harming millions of members” through underperforming funds, multiple accounts and excessive fees. Read more.
If you are considering switching funds, or choosing a fund for the first time, comparing funds has never been easier. Read more.
If you are considering switching funds, or choosing a fund for the first time, comparing funds has never been easier. Read more.
HAVE YOU PLANNED FOR A LONG LIFE?
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While none of us knows exactly how long we will live, you can narrow the possibilities with these life expectancy projections based on Australian numbers. Read more.
While none of us knows exactly how long we will live, you can narrow the possibilities with these life expectancy projections based on Australian numbers. Read more.
SMSFs
Individual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each? Read more.
Individual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each? Read more.
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
UPDATED CONTRIBUTIONS GUIDES
It’s worth learning the main types of super contributions and what each one offers you. Read more.
It’s worth learning the main types of super contributions and what each one offers you. Read more.
Want to get more from your super? Start by understanding concessional contributions, the biggest and most tax-effective source of super savings. Read more.
Want to get more from your super? Start by understanding concessional contributions, the biggest and most tax-effective source of super savings. Read more.
Making a personal contribution into your super can be a great way to boost your retirement nest egg and enjoy the benefits of the super system. Read more.
Making a personal contribution into your super can be a great way to boost your retirement nest egg and enjoy the benefits of the super system. Read more.
Using the bring-forward rule is a great way to put a larger contribution into your super account in a single year. Here’s what you need to know. Read more.
Using the bring-forward rule is a great way to put a larger contribution into your super account in a single year. Here’s what you need to know. Read more.
