Category: Self Managed Super Funds

$1 billion of investments up for grabs – could it be yours?
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Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. … Continue reading

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Self-managed super funds: Benefits and risks of going solo
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For the last few years, younger Australians have lead the charge when it comes to taking control over their superannuation with statistics from the Australian Taxation Office revealing that the median age of members of newly established self-managed super funds … Continue reading

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Australians delay retirement by three years
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Australians are delaying retirement by an average three years as cuts to the age pension and low interest rates force people to rethink their savings plans. A survey by research firm Roy Morgan conducted last October found that the average … Continue reading

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What to do if you win the lottery
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By Olivia Maragna Some can only wonder what it’s like to win $55 million dollars but Queensland’s newest millionaires have had nearly a week for the news to sink in. Twenty-one state government employees shared a Powerball jackpot win last … Continue reading

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November Update
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November is here and as always it opens with the race that stops a nation. But the Melbourne Cup has been eclipsed by an even bigger race this month, and that’s the home stretch to the US Presidential election on … Continue reading

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End of Financial Year Update and Strategies
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After a long spell of milder weather, winter is finally here, but the upcoming federal election will be providing plenty of heat for the next few weeks at least. With significant changes to superannuation, business tax and negative gearing in … Continue reading

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Federal Budget 2015 Summary
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After criticism that his first budget was too tough and unfair, Treasurer Joe Hockey has used his second budget to restore the confidence of ordinary Australians and shift the focus to jobs, growth and opportunity. Gone is the talk of … Continue reading

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5 Changes starting on 1 July
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Olivia was interviewing on ABC Radio on some new changes starting on 1 July 2014. Listen here – https://www.youtube.com/watch?v=DdFSFLP-mHw   Source: ABC Radio

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The 1 Million Milestone for Super
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With more than a 26 per cent growth in four years and more than $560 billion dollars in assets, the Self-Managed Super Fund (SMSF) industry has hit an incredible milestone – 1 million members. With an average balance of more … Continue reading

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Get the most from End of Financial Year Super Incentives
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With the talk of working longer and the emphasis on taking care of your own retirement, here are some super incentives you may be able to take advantage of. Consider these before the end of financial year. Salary sacrifice Salary … Continue reading

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