Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

SMSF Articles

Mixing money with family can be a recipe for disaster. But there are benefits in adding children to a self-managed super fund, providing it is carefully managed.

A boost in income can create unwanted expectations but there are solutions, Morningstar research shows.

Retirees are being urged to talk to their accountant ahead of a mooted increase in the $1.6 million super balance cap.

Australian super funds delivered a record-breaking eighth straight year of positive returns to members in 2019.

The regulator's new ranking system for superannuation funds has shaken up the industry, but investors have been warned not to over-react to some of the early indications.

Minimising the potential of negative returns while remaining invested in the market is a balancing act as volatility ticks up and interest rates languish.

The '4 per cent withdrawal rate' is a commonly-used safe amount to take from retirement savings and not run out of money. But this may lead to frugality when retirees could enjoy a better lifestyle.

Around 25 per cent of self-managed super fund trustees are at risk of running out of money or having to accept a less-than-adequate lifestyle in retirement, a recent study shows.

A slashed tax rate of 10pc for working Australians beyond age 65 would encourage older-age employment and help defuse the Baby Boomer ‘time-bomb’, says Morningstar's Peter Warnes.

Intense debate about the budgetary cost of Australia's ageing population magnifies for individuals the importance of a financial plan for their twilight years.

Australian retirees are turning away from financial advice and are even reluctant to include their own life partners in the retirement planning process.

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity, writes Graham Hand.

The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.

Can Australians look forward to increased leisure time in their retirement years, or do they face days of penny-pinching?

Those with self-managed super funds can overcome the transfer balance cap through contribution splitting.

More...

Video

Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties Safeguarding your finances against cognitive decline
Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties Safeguarding your finances against cognitive decline
 
More...
 



SMSF Archive

All Articles News
Compliance Products
Education Regulation
Feature Strategy
Investment Tools
Legal Video