Showing 1 to 10 of 10 articles: SCOTT QUINN | FRIDAY, 18 OCT 2024 Making voluntary concessional contributions has long been a tax-effective strategy for individuals wanting to save for retirement. Read more WILLIAM FETTES , DANIEL BUTLER | FRIDAY, 27 SEP 2024 Instead of starting from the position that automatically reversionary pensions are always or usually the preferred option, advisers should be aware of the potential advantages and disadvantages that can arise in different circumstances, including in ... Read more MICHAEL HALLINAN | FRIDAY, 10 MAY 2024 This paper considers whether an adult child can have an interdependency relationship with their parent. It is presumed that the adult child is legally and financially independent of the parent. Read more GABRIELA RUSU | FRIDAY, 1 MAR 2024 AAT rules earnings as assessable income of the fund, not taxpayer. Read more ANGELA JACKSON , EMILY MILLANE | FRIDAY, 1 DEC 2023 This paper comprises excerpts from the same-titled report prepared by Impact Economics and Policy for Philanthropy Australia. Read more LETTY CHEN | FRIDAY, 16 JUN 2023 On 28 February 2023, the federal government (government) announced that it would reduce the superannuation tax concessions available to individuals whose total superannuation balance (TSB) exceeds $3 million, from 1 July 2025. Read more JOHN MCILROY | FRIDAY, 19 AUG 2022 A majority of individuals are unaware that their superannuation balances contain a taxable component and a tax-free component, and that the composition of these balances can have significant effects from an estate planning perspective. Read more MICHAEL TWOHILL | FRIDAY, 27 MAY 2022 New measure to give rights to search superannuation entitlements of one's spouse. Read more GRAEME COLLEY | SUNDAY, 5 DEC 2021 Many trustees and members of not only SMSFs, but also public offer superannuation funds, are interested in the payment of death benefits if they or their spouse were to die. This usually revolves around who is eligible to receive the death benefits ... Read more AIA TECHNICAL TEAM | FRIDAY, 16 JUL 2021 It is generally well understood that an individual is unable to include directions in their Will in relation to the distribution of death benefits by a superannuation fund trustee. Read more PAGE: 1 |
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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.