Category: Superannuation

What to look for in your next Unlisted Property Trust

For many years, Australians have embraced direct property ownership to secure their financial future. Given the property market cycle and historically low interest rates, residential property is still highly preferred despite values contracting in some markets. However, unlisted property trusts, […]

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Could you be making a Self-Managed Super Fund mistake?

Self-Managed Super Funds (SMSFs) have become, in recent years, an enticing option for Australians looking to set up for retirement. In fact, SMSFs have become so popular that today more than a million Australians have made the choice to chart […]

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How much do you really know about your Super?

For most of us, superannuation is the second most valuable asset we’ll ever own, behind only our family home. Super is designed to be the cornerstone of how we finance our retirement, a period that on average, makes up almost […]

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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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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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Anaemic growth and a conservative budget

The Reserve Bank’s decision to cut interest rates by 25 basis points and Scott Morrison’s conservative first budget came as no surprise to the market, after CPI contracted for the first time in seven years. 

Australia is currently experiencing an extended period […]

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Trilogy Monthly Income Trust investor testimonial – Laurie

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


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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