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Super’s purpose is preservation, not solving other problems: Jones

Speaking at the SMSF Association’s National Conference, the assistant treasurer called out “modern-day Edmund Hillarys” seeking to raid Australia’s “Mount Everest of superannuation” as he pressed the need for an objective for super that prioritises preservation.

Lisa Uhlman | 27th Feb 2023 | More
SMSF sector poised for growth as millennials, Gen X opt for ‘the Spotify of superannuation’

Despite a growth hiccup in 2022 the SMSF sector is trending in the right direction, with more younger people opting for choice in the way they manage their retirement savings.

Tahn Sharpe | 23rd Feb 2023 | More
  • SMSF investors flock to longer term deposits, but Aussie equities still reign

    The shift to healthy longer term deposits has begun, and while Australian equities still dominate SMSF portfolios the way they access them is changing.

    Tahn Sharpe | 16th Feb 2023 | More
    Treasury floats NALI rule change to stop unfair penalties for SMSFs

    The federal government is seeking feedback on proposed changes to rules aimed at preventing non-arm’s-length transactions by superannuation funds, in a bid to address concern that SMSFs and smaller funds that breach the provisions could be disproportionately penalised.

    Lisa Uhlman | 9th Feb 2023 | More
  • Liam Shorte’s route to advice via the desert kingdom

    The SMSF adviser took an unusual path to joining the profession, one that involved almost a decade playing rugby on the hot sand and gravel of Saudi Arabia.

    James Dunn | 6th Feb 2023 | More
    Death benefit litigation puts SMSF trustee role in focus

    Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations. Cooper Grace Ward partner Hayley Mitchell discusses key case law SMSF trustees should be sure to know about.

    Lisa Uhlman | 6th Feb 2023 | More
    ‘Absolutely too complex’: SMSF body slams indexation rules amid cap increase

    The likely ‘double-bump’ transfer balance cap increase to $1.9 million will exacerbate what is already an “overly complex” indexation rule that advisers have to navigate and explain to clients, the SMSF Association’s Fabian Bussoletti says.

    Tahn Sharpe | 2nd Feb 2023 | More
    LRBA holders to ride property market out, despite volatility blip

    Australians’ penchant for property investment comes with the caveat that patience is a necessary virtue. This applies doubly so for fretful LRBA holders, writes Nicholas Way.

    Nicholas Way | 30th Jan 2023 | More
    Death benefit litigation puts SMSF management in focus

    Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations. Cooper Grace Ward partner Hayley Mitchell discusses key recent case law and what it means for estate planning and SMSF management.

    Lisa Uhlman | 25th Jan 2023 | More
  • ASIC pullback on $500K threshold sparks SMSF narrative change

    After the regulator abandoned its $500K minimum balance guidance, the SMSF Association says it hopes licensees will reconsider some of the concerns they may have had about low-balance funds.

    Tahn Sharpe | 12th Dec 2022 | More
    ‘Incredible’ dispersion in balanced fund returns

    2022 has marked just the fifth financial year of negative returns since the SG became compulsory in 1992. This should not be a surprising result.

    Drew Meredith | 18th Jul 2022 | More
    Federal Government pauses YFYS rollout

    News that the rollout of the Your Future Your Super (YFYS) test beyond My Super products would be paused has been met with positive and negative commentary from the investment industry.

    Drew Meredith | 11th Jul 2022 | More