Category: SMSF

Don’t bet the (ostrich) farm

Generally, you have a great deal of freedom when it comes to choosing your Self-Managed Superannuation Fund (SMSF) investments. You can invest in traditional investments such as term deposits, managed investment schemes, shares and gold or you can invest in […]

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Closing the bank of Mum and Dad

In October 2016 The Australian published a column by social commentator and KPMG partner, Bernard Salt,  detailing the reason that he believes young people can’t get on to the property ladder – their weekly jaunt to the local hipster café […]

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Productivity Commission proposes shakeup to default super funds

The Productivity Commission is proposing a major shakeup to the nation’s superannuation industry, recommending fundamental changes to employees’ default funds.

Superannuation: Alternative Default Models (draft version) is the Australian Government’s independent research and advisory body’s follow up to How to Assess […]

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Setting up an SMSF: how much is enough?

A new report from the SMSF (Self-Managed Superannuation Fund) Centre of Excellence, a collaboration between SuperConcepts and The University of Adelaide, has highlighted how crucial the size of an SMSF is in relation to its overall performance.

Entitled When size matters: […]

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Superannuation report to drive industry change

Australians are currently paying around $16 billion a year in superannuation fees, equal to approximately 1% of the nation’s GDP. In 2014 this equated to about $570 in fees per person. For the average Australian, fees that are too high […]

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Self-funded retirees require more than ever

With the most recent cuts to the official interest rate, retirees who choose to fund their own retirement now need more than $1 million in savings to achieve the same return as the aged pension.

As a result of the RBA’s […]

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Project for Change

On any given night, one in 200 Australians[1] sleep on the street: that is enough homeless people to fill the MCG. Contrary to popular belief, this is not just a symptom of addiction; 24% of those who are homeless in […]

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Trilogy Monthly Income Trust investor testimonial – Laurie

Trilogy Monthly Income Trust investor Laurie Kelly discusses his experience with the Trust.

https://www.youtube.com/watch?v=rzCXEVwIV-U

Transcript:

My name’s Laurie Kelly. I live here at Cedar Creek in Samford Valley. I’ve lived here for 34 years with my wife Lydia. We made the investment about […]

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SEQ Property: Ready to Roar in 2016

Property experts remain optimistic about the South-East Queensland property market in 2016, citing factors such as a low dollar providing improved attention from overseas, and the increasing gap between house prices in Sydney and Brisbane delivering investors from south of […]

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