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VIDEO SMSF News & Analysis

"Depends what the separation looks like": Morningstar on Suncorp's demerger plans
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"Depends what the separation looks like": Morningstar on Suncorp's demerger plans
While the benefits of the current model are modest, a demerger won't deliver shareholders an automatic win, says Morningstar equity analyst Nathan...
Nathan Zaia | 28 June 2022
One of the most underappreciated dangers of investing
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One of the most underappreciated dangers of investing
Sequence-of-returns risk matters for both retirees and savers. Here's why. 
Amy C. Arnott | 21 September 2021
Should the home affect Age Pension eligibility?
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Should the home affect Age Pension eligibility?
Whether the family home should be part of the Age Pension asset test continues to stir debate in Australia as do broader issues around retirement and...
Glenn Freeman | 11 November 2019
There’s more to running an SMSF than paperwork and penalties
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There’s more to running an SMSF than paperwork and penalties
Complexity has long been a bugbear of SMSF trustees, for whom the administrative burden is a necessary evil, but changes are afoot to help reduce the...
Glenn Freeman | 03 November 2019
Safeguarding your finances against cognitive decline
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Safeguarding your finances against cognitive decline
The risk of financial mistakes and fraud rise exponentially among individuals experiencing cognitive decline, but there are ways to minimise your...
Christine Benz | 17 June 2019
Blend funds to improve SMSF investment mix, says PineBridge
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Blend funds to improve SMSF investment mix, says PineBridge
SMSFs have long been prone to a strong home market bias, but adding a blend of funds can add diversification without blowing out costs or risk, says...
Glenn Freeman | 13 June 2019
A blueprint for building your financial plan
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A blueprint for building your financial plan
A new book offers straightforward advice from start to finish.
Karen Andersen, CFA | 22 May 2019
Super policy shifts and the retirement roadmap
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Super policy shifts and the retirement roadmap
Saving for retirement is well catered-for within existing superannuation provisions, but the transition to pension mode isn’t as developed,...
Glenn Freeman | 15 November 2018
Consumption drives investment not the other way around
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Consumption drives investment not the other way around
As Australia’s equity market nears its peak and share buy-backs hit unsustainable levels, investors need to also be mindful of rising interest...
Glenn Freeman | 09 November 2018
Switching up your SMSF for income
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Switching up your SMSF for income
There are still considerable benefits when switching your SMSF to drawdown phase, despite the complexities and potential political changes ahead,...
Glenn Freeman | 08 November 2018