 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  ANGELA HARRY | FRIDAY, 31 MAR 2023 When setting up a self-managed superannuation fund (SMSF), the focus is usually on how to best structure the fund's investments in a tax-effective manner to maximise the benefits for retirement. Read more  MEG HEFFRON | FRIDAY, 10 MAR 2023 In 2021, some important changes were made to the rules governing how self-managed superannuation funds (SMSFs) paying retirement phase pensions calculate the amount of their investment income that is exempt from taxation - known as their exempt current ... Read more GRAEME COLLEY | FRIDAY, 18 NOV 2022 This paper covers the role trustees play in paying superannuation death benefits on a member's death. Read more  CRAIG LEONARD | FRIDAY, 16 SEP 2022 With the property market cooling, the stock market dropping, 'crypto' imploding, and the Australian dollar losing ground against the US dollar, it is no surprise that people are looking elsewhere for some type of investment return to grow wealth. Read more  PHILIP LA GRECA | FRIDAY, 26 AUG 2022 If a tree falls in a forest and nobody hears it, did it really fall? or if a trustee makes a decision and does not write it down, did it really happen? 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  DANIEL BUTLER , WILLIAM FETTES | THURSDAY, 14 APR 2022 This paper examines key considerations that arise for SMSF members seeking to formulate a robust succession plan in relation to their SMSF benefits. Read more  TIM MILLER | FRIDAY, 18 MAR 2022 Every member of an SMSF is required to be a trustee or a director of a corporate trustee. Read more |
Latest News
Super funds put foot down on Woodside
|Two of the country's biggest superannuation funds have used their voting power at the Woodside AGM, saying the gas producer has "fallen short" of shareholder expectations.
Industry bodies call for delay to Payday Super
|A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028.
Australian Ethical calls out QBE
Australian Ethical has called on QBE to justify why it's allowing the continued unrestricted underwriting of new oil and gas projects.
NZ Super recognised for two decades of outperformance
The New Zealand Superannuation Fund is the world's best-performing sovereign wealth fund over the past 20 years.
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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The growing investment by Australian super funds into the US should have been of great interest to the Trump administration - but the message seemingly ...
