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Edition: 216

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Edition 216

  • 26 August 2017

Superannuation dominates the retirement savings plans of the majority of our readers, and over half of you are trustees of your own SMSFs. However, industry and retail funds perform vital roles for the majority of Australians, and this edition compares these three super segments.

1. How are SMSFs and their trustees changing?

The three main issues for SMSFs today are the complexity of super rules, unmet financial advice needs and changes in asset allocations both aggressively and defensively.

2. Drilling down into latest SMSF allocations

A deep dive beneath the headline numbers shows exactly which funds and shares SMSFs invest in, confirming that the average allocation to global shares is higher than many claim.

Listed property report card for August 2017

A quick name-by-name summary from the latest round of A-REIT (listed property) results with most trusts doing well as management teams deliver on their strategies.

The dangers lurking for credit investors

Due to the growing risks to high yield or junk bonds, this is not the time to accept their tight spreads in the search for better returns. Investment grade bonds and dividend yields are likely to be more dependable.

Are the criticisms of retirement villages justified?

Moving to a retirement village is a major event in an elderly person's life. The contract should not be treated casually as the retirement village will impose conditions which the retiree and family should understand.

Where do our wealth and jobs come from?

There's no doubt Australians love property, especially housing, and despite slowing economic growth and a lack of political leadership, the business sector continues to create Australian wealth and jobs.

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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