 SHELLEY BANTON | FRIDAY, 17 JAN 2025 Property investment within SMSFs remains a popular strategy for building retirement wealth, but compliance requires a comprehensive approach. Read more  BETASHARES | FRIDAY, 29 NOV 2024 This paper provides a step-by-step approach to crafting an SMSF investment strategy that uses ETFs as a means to achieve one's retirement goals. Additionally, it will delve into crucial aspects such as risk profiling, insurance considerations, and other ... Read more  TIM HOWARD | FRIDAY, 25 OCT 2024 One of the unique aspects of self-managed superannuation funds (SMSFs) is their ability to borrow money to invest. The ability to borrow, however, should not be confused with the borrowing principles that may apply to individuals, companies or trusts ... Read more SHELLEY BANTON | FRIDAY, 20 SEP 2024 Is near enough good enough when valuing SMSF assets? Read more  JUSTON JIRWANDER | FRIDAY, 24 MAY 2024 This paper examines the strategic reasoning behind their inclination towards SMSFs, incorporating insights from the ATO guidelines and relevant financial literature. Read more  STUART SHEARY | FRIDAY, 3 MAY 2024 This paper outlines some of the essential aspects to help effectively navigate the process of making personal deductible contributions (PDCs) into superannuation funds. Read more SHELLEY BANTON | FRIDAY, 2 FEB 2024 While it might appear straightforward, attention to detail is the key to owning SMSF assets. With Regulation 4.09A of the Superannuation Industry (Supervision) Regulations 1994 now one of the most reported breaches to the Australian Taxation Office ... Read more  CATHERINE NUFER-BARR , REBECCA EDWARDS | FRIDAY, 22 SEP 2023 In this paper the current requirements for the SMSF residency test will be explored. Read more  HAYLEY CONDON | FRIDAY, 11 AUG 2023 Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more  GRAEME COLLEY | FRIDAY, 26 MAY 2023 One of the main reasons to have a self-managed superannuation fund (SMSF) is the flexibility it provides with investments. Read more |
Latest News
Payday super on track, but so is the $3m super tax
The government confirmed payday super reforms are on track to start from 1 July 2026, and the $3 million super tax also looks set to go ahead.
Australians 'overwhelmed' by retirement: Aware
New research has found 63% of Australians aged 45 and over are concerned or anxious about retirement.
Mine Super and TWUSUPER merger official
After a lengthy delay, Mine Super and TWUSUPER have officially merged to become the $22 billion Team Super as of today.
State Super: In decline but doing fine
State Super closed its main defined benefit schemes in 1985 and 1992, meaning the fund is on a long slow march to completion. Its chief executive John Livanas unpacks the challenges of managing a fund with no new members and an inevitable end.
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.
Expert Feed
Strengthening defences: What's next for private credit?
Amid growing economic, political, and market uncertainty, credit is proving a hot topic with investors.
Superannuation and digital ID: A more secure future or a missed opportunity in the making?
Despite its potential, the adoption of digital IDs by the superannuation sector faces several barriers.
Avoiding the carbon budget risk
While many financial institutions have made public net zero commitments, how can we know whether these goals really amount to action on climate change?
George Costanza, Benjamin Graham and the human bias
Iconic 90s sitcom Seinfield may be able to teach us a lesson about people and how our instincts can mislead us.
