Why SMSFs are popular with younger investors, not just retirees

By Steve Blizard    12 May 2019 Younger investors are helping to drive the self-managed super fund sector’s growth, with the Australian Taxation Office’s latest figures showing a rise in SMSF trustees aged 25 to 34. The swing is in line with changing working patterns for Millennials, who expect to have a number of different…

Compare the pair: Coalition and Labor super

By Mark Ellem    SMSF Technical Services   24 April 2019  Cuffelinks I love an election, particularly a federal one. It’s the quintessential characteristic of democracy in action (assuming no undue influence from foreign governments). Any election is about comparing opposing parties’ policies. So let’s compare Labor’s proposals to the current super rules, not only as…

WA court case highlights lessons on death benefit conflicts

Miranda Brownlee  8 April 2019  SMSF Adviser A Western Australian court case has further emphasised the importance of making wills and binding beneficiary nominations in respect of superannuation benefits as well as addressing conflict issues. The case of GONCIARZ v BIENIAS [2019] WASC 104, heard by the Supreme Court of Western Australia, concerned the payment of a…