SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.
SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do. Read more.
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do. Read more.
Despite the inroads made by ETFs in recent years, traditional managed funds remain popular with SMSFs seeking easy access to global shares and fixed interest. Read more.
Despite the inroads made by ETFs in recent years, traditional managed funds remain popular with SMSFs seeking easy access to global shares and fixed interest. Read more.
ETFs were the fastest growing asset class among SMSF investors in the year to June 2024, with a surge of inflows to international shares driven by booming tech stocks. Read more.
ETFs were the fastest growing asset class among SMSF investors in the year to June 2024, with a surge of inflows to international shares driven by booming tech stocks. Read more.
They may have lost ground to newer investment products such as ETFs, but listed investment companies and trusts are still prized by many SMSF investors. Read more.
They may have lost ground to newer investment products such as ETFs, but listed investment companies and trusts are still prized by many SMSF investors. Read more.
Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each. Read more.
Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each. Read more.
The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member. Read more.
The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member. Read more.
Navigating the aged care system
Thursday 23 November 2023 at 11:00 am AEDT
The aged care system is notoriously complex. This webinar will outline the aged care landscape including how to access help in the home or get into residential aged care and the costs involved.
When we’re looking at joint ownership of property, there are a few things that we need to consider. There are really two quite distinct ways that direct property interest can… Read more.
When we’re looking at joint ownership of property, there are a few things that we need to consider. There are really two quite distinct ways that direct property interest can… Read more.
Q: I am about to retire but my partner is still working. There is one property, some shares and cash in the SMSF. My partner and I have 50% share… Read more.
Q: I am about to retire but my partner is still working. There is one property, some shares and cash in the SMSF. My partner and I have 50% share… Read more.
Q: My wife and I are both over 70 and are the only members of our SMSF. On 30 June, my wife had a nil balance in our SMSF but… Read more.
Review your Death Benefit nominations:
Have you recently reviewed your existing death benefit nominations? Are these up to date? Do they still reflect your current wishes?
Some nominations lapse or become invalid after a set period of time, often after 3 years of being implemented. Take 10 mins out of your day and review your existing arrangements and where necessary, update these with your fund.
Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.
