Surprising new research reveals the majority of Australian retirees spend less than the Government Age Pension

From

More than half of Australian retirees are spending less than the Age Pension each year, raising significant questions about current retirement policy and super fund strategies, according to new research.... Read more continue reading

SuperConcepts acquires MORE Super

From

SuperConcepts has increased the scale and capability of its business with the acquisition of MORE Super, a highly regarded and long-standing provider of SMSF services to the Australian market. Natasha... Read more continue reading

Treasury reviewing early access to super for victims of violent crime

From

Australia’s Department of Treasury has released a consultation paper that considers allowing victims of violent crime access to the super of perpetrators, in limited circumstances. Mr Josh Rundmann, Technical Services... Read more continue reading

Australians are feeling better prepared for retirement: Investment Trends 2017 Retirement Income Report

From

Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report is based on a large-scale... Read more continue reading

Are tailored BDBNs the magic bullet for SMSF estate planning?

From

A tailored BDBN is one which is subject to special conditions which can make it useful to deal with various modern estate planning issues. One common condition is to impose a... Read more continue reading

The new world of ATO reporting

From

As the commencement date for the super reforms passes, the focus will inevitably turn to the processes that will implement these reforms – particularly the processes at the ATO end.... Read more continue reading

Issues to consider with $600k ‘Downsizer’ strategy

From

From 1 July 2018, the Federal Government is allowing ‘Downsizer contributions’ of up to $300,000 per individual who sells their eligible current or former family home after age 65. What are... Read more continue reading

It’s time to include risk measures alongside super fund investment returns

From

Superannuation funds are ignoring the impact of risk on returns when we all know there is a clear link between increased risk and expected future return. Unfortunately, when risk is... Read more continue reading

Growing consumer demand for ethical investing: 4 in 5 Australians prepared to switch funds

From

9 in 10 Australians expect their superannuation or other investments to be invested responsibly and ethically, new research commissioned by the Responsible Investment Association Australasia (RIAA) has revealed. In an... Read more continue reading

Australian super funds bring derivatives into the mainstream

From

Australian super funds are embracing derivatives to perform a wide range of investment functions, according to a new survey by risk management and retirement specialist firm, Milliman. The survey revealed... Read more continue reading