Investment special, Top performing funds, Productivity Commission report, Franking credits, Life expectancy
Welcome to the JANUARY 2019 edition of the SuperGuide newsletter. Highlights include:
- TOP PERFORMING FUNDS FOR 2018: The last quarter was a rollercoaster for many investors, but the median balanced super funds managed to eke out a positive result – the 7th year in a row. Find out which funds did even better.
- PRODUCTIVITY COMMISSION: The PC has handed down it’s final report card on super. Janine summarises the main considerations for Australian consumers, and separately assesses the “Best in show” proposal which is making all the headlines.
- FRANKING CREDITS: The ALP’s ban on franking credits could become a reality if they win the next election, and would have significant consequences for many SMSFs. Ali Cain explores how this can affect an SMSF’s investment strategy, and what options SMSF trustees might consider.
- SMSF INVESTMENT: Discover what SMSFs are investing in – including the most popular Australian shares, International shares and alternative investments.
- LIFE EXPECTANCY: One of the trickiest areas of retirement planning is knowing how long you’ll be around for. Luke Vanem looks at the key factors and statistics, while David Orford urges us to treat the statistics with a pinch of salt.
SMSF INVESTMENT
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SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.
SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do. Read more.
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do. Read more.
SMSF trustees are often accused of being unadventurous in their asset allocation, but some are bucking the trend with ‘exotic’ investments in everything from horse semen to vending machines and… Read more.
SMSF trustees are often accused of being unadventurous in their asset allocation, but some are bucking the trend with ‘exotic’ investments in everything from horse semen to vending machines and… Read more.
IS YOUR SUPER FUND PERFORMING?
In this article you can discover the top 10 performing Conservative super funds over 1 year and 10 years to 30 June 2024. Conservative funds have 21-40% invested in growth… Read more.
In this article you can discover the top 10 performing Conservative super funds over 1 year and 10 years to 30 June 2024. Conservative funds have 21-40% invested in growth… Read more.
In this article you can discover the top 10 performing High Growth funds over 1 year and 10 years to 30 June 2024. High Growth funds have 81-95% invested in… Read more.
In this article you can discover the top 10 performing High Growth funds over 1 year and 10 years to 30 June 2024. High Growth funds have 81-95% invested in… Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
PRODUCTIVITY COMMISSION
Australia’s current super system is “harming millions of members” through underperforming funds, multiple accounts and excessive fees. Read more.
Australia’s current super system is “harming millions of members” through underperforming funds, multiple accounts and excessive fees. Read more.
An easy way to determine if you believe your super fund is good value, is to assess the cost of your super fund against the average costs for the different… Read more.
An easy way to determine if you believe your super fund is good value, is to assess the cost of your super fund against the average costs for the different… Read more.
Fees are important, but they are not the only thing driving superannuation’s investment returns. Read more.
Fees are important, but they are not the only thing driving superannuation’s investment returns. Read more.
Comparing super funds may not seem very exciting, but getting into a quality fund that meets your needs could be one of the best things you do for your retirement. Read more.
Comparing super funds may not seem very exciting, but getting into a quality fund that meets your needs could be one of the best things you do for your retirement. Read more.
HAVE YOU PLANNED FOR A LONG LIFE?
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Estimating how long you might live is a key part of planning your retirement, as you need an idea of how many years you may need a source of retirement… Read more.
Estimating how long you might live is a key part of planning your retirement, as you need an idea of how many years you may need a source of retirement… Read more.
SMSFs
Corporate trustees are becoming increasingly popular with SMSFs, but an individual trustee structure also has its merits. Read more.
Corporate trustees are becoming increasingly popular with SMSFs, but an individual trustee structure also has its merits. Read more.
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
UPDATED CONTRIBUTIONS GUIDES
It can be confusing to understand all the different types of super contributions. But it’s worth learning the main types and what each one offers you. Read more.
It can be confusing to understand all the different types of super contributions. But it’s worth learning the main types and what each one offers you. Read more.
Concessional contributions make up most of the money going into your super account, so it’s important to understand what these are and how they work. Read more.
Concessional contributions make up most of the money going into your super account, so it’s important to understand what these are and how they work. Read more.
Making a personal contribution into your super can be a great way to boost your retirement nest egg and enjoy the tax-effective benefits of the super system. Read more.
Making a personal contribution into your super can be a great way to boost your retirement nest egg and enjoy the tax-effective benefits of the super system. Read more.
Using the bring-forward rule is a great way to put a larger contribution into your super account in a single year. Here’s what you need to know about the rules. Read more.
Using the bring-forward rule is a great way to put a larger contribution into your super account in a single year. Here’s what you need to know about the rules. Read more.
