 Annie Dawson Senior SMSF Technical Specialist, Heffron Consulting Pty Ltd Annie specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She has over 20 years of experience in the superannuation industry and is a Chartered Accountant, a Certified Financial Planner, and an accredited SMSF Specialist Advisor of the SMSF Association.
ANNIE DAWSON | FRIDAY, 21 APR 2023 A complying superannuation fund that pays a "retirement phase pension" will be entitled to a tax exemption on some or all of its investment income (provided the pension complies with the pension standards in the superannuation law). Read more ANNIE DAWSON | WEDNESDAY, 18 MAY 2022 At the end of 2021, the market for non-fungible tokens or NFTs was estimated to reach a staggering US$41 billion, and some say this amount is understated! It begs the questions, what exactly are NFTs and are SMSFs allowed to invest in them? Read more PAGE: 1 |
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Super turns a safety-net retirement into a comfortable one: ASFA
A comfortable retirement for a couple who own their own home now costs $1513 a week, according to the latest Association of Superannuation Funds of Australia (ASFA) Retirement Standard, which found that super remains key to comfortable retirement.
Trust emerges as key drivers of super fund loyalty
Superannuation fund members are becoming more purposeful in their interactions with funds, while trust has emerged as the clearest driver of loyalty and advocacy, according to new CoreData research.
Three super funds fined for misleading investment options
Three industry superannuation funds - Australian Retirement Trust (ART), TelstraSuper and Australian Food Super - have been pinged by ASIC for misleading members about their investment options' asset allocation and performance objectives.
Retiree super spending injects $121bn into Aussie economy
New research has found retirees will spend close to $121 billion from their superannuation in 2026, bolstering the Australian economy and supporting jobs.
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
Expert Feed
Warsh delivers clarity, not guidance, in Jackson Hole
In his Jackson Hole keynote speech, Fed chair Kevin Warsh delivered on what was needed to provide markets with greater clarity on his policy principles.
Retirement is changing. Our system, and our funds, need to catch up.
As compulsory super matures, success can no longer only be measured by the balances members build.
What if your super fund's biggest cost isn't on any report you've seen?
The cost of poor-quality onboarding and incomplete member data is not something most super funds can easily put a number on, but that needs to change.
Not all income is created equal
Why Australian public credit may be the most compelling source of income in today's market.
