 GRAEME COLLEY | FRIDAY, 11 JUN 2021 Six member SMSF funds sound like a sensible idea. Put the family in one super fund, make joint investment decisions, help the children save and heaps more reasons. Why not? Read more  GARVIN JONES , NEIL IRVING | THURSDAY, 3 JUN 2021 The All groups CPI figure for the December 2020 quarter has triggered upward indexation of the general transfer balance cap (TBC) and any unused part of an individual's TBC from 1 July 2021. This sounds like good news, but the bad news is that the ... Read more  OSEI WIAFE | FRIDAY, 21 MAY 2021 The sole purpose of superannuation is to provide income in retirement. It is therefore no surprise that a large proportion of people primarily want their savings to generate a stream of income in retirement. Read more  MEG HEFFRON | THURSDAY, 15 APR 2021 One of the final pieces of the 2021/22 planning jigsaw has dropped into place. The release of the November 2020 Average Weekly Earnings data means we now know for sure that the concessional contributions cap will increase from $25,000 to $27,500 from ... Read more  MICHAEL RICE | FRIDAY, 26 MAR 2021 Would it reduce inequality in Australia? Retirement Income Review The Retirement Income Review was formed in September 2019 with the appointment of the Panel Members, Mike Callaghan AM PSM (Chair), Ms Carolyn Kay and Dr Deborah Ralston. The Panel was ... Read more  MANSI DESAI | THURSDAY, 18 MAR 2021 From 1 January 2015, the income test assessment (the assets test assessment remained unchanged) for account-based pensions (ABPs) changed to be treated under the deeming provisions for entitlements such as the Age Pension and Commonwealth Seniors Health ... Read more  RAHUL SINGH | THURSDAY, 4 FEB 2021 Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more  JODIE HAMPSHIRE | THURSDAY, 21 JAN 2021 People are increasing relying on technology to help them make better informed decisions. This new era of human-technology collaboration has recently begun to influence the structure of retirement solutions in Australia with the launch of Russell Investments' ... Read more MEG HEFFRON | THURSDAY, 26 NOV 2020 Almost all pension members will occasionally draw more than the minimum pension amount in a given year. If so, it is critical to think carefully about how those extra payments should be treated and documented before taking the payment. Pension members ... Read more  TIM MILLER | THURSDAY, 19 NOV 2020 The ability to bring-forward future year entitlements to make non-concessional contributions to superannuation has been in place for many years now. Up until 30 June 2020 this could be done by anyone who was under age 65 on 1 July and met the total ... Read more |
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Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
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