 DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY | FRIDAY, 9 MAY 2025 There can be significant advantages to making a voluntary disclosure including the potential to rectify and minimise penalties and other adverse consequences. Read more  DAVID COURT | THURSDAY, 17 APR 2025 The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more  CHRISTOPHER OVERTON | FRIDAY, 28 MAR 2025 While superannuation laws do not prohibit an SMSF from providing host services to the public, there are a number of considerations one must take into account. Read more  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 |
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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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