Superannuation

Money Management: SMSFs Asset Allocation Too Risky

Money Management: SMSFs Asset Allocation Too Risky

Self Managed super funds (SMSFs) are exposing their portfolio’s to a high investment risk, with a shift towards growth assets, co-founder of Finametrica, Paul Resnik said.

Money Management Article — Research confirms advice is pivotal to super

Money Management Article — Research confirms advice is pivotal to super

The provision of financial advice has become increasingly pivotal to superannuation funds and those funds need to do more to drive its take up, according to new research conducted by actuarial consultancy, Rice Warner, for State Street Global Advisors.

Case Study: Planning for Centrelink & Re-contribution Strategy

Case Study: Planning for Centrelink & Re-contribution Strategy

The following is a case study of clients we helped transition into retirement by providing clarity around how their financial position could look in retirement, along with analysing options on how they could structure their assets for their retirement. Ultimately, this lead to eligibility to the Centrelink Age Pension and a reduction in estate taxes to any non dependent beneficiaries.

10 Smart End of Financial Year Strategies for 2014/2015

10 Smart End of Financial Year Strategies for 2014/2015

No matter what your situation, age or income, a little bit of End of Financial Year planning can go a long way. It can help you:

  • boost your retirement savings
  • maximise your Government entitlements, and
  • minimise your tax liabilities.

We've prepared a quick summary of strategies to consider before end of financial year.

Special Report: The Pros and Cons of SMSFs

Special Report: The Pros and Cons of SMSFs

Below is an outline of some of the biggest pro’s and con’s of starting your own SMSF.

While being aware of the opportunities that exist to utilise a SMSF as a preferred saving vehicle for retirement is important, it is equally important to be aware of the potential pitfalls and negatives of the structure.