Managed Funds

INTELLIGENT INVESTOR

Self-managed funds no walk in wonderland

John Addis Advisory websites sell self-managed super funds as tax benefit nirvana, offering the chance to ''boost your returns''.

$26.5b a year into self-managed funds

Bill Shorten

Clancy Yeates The rapidly expanding sector puts pressure on the rest of the retirement savings industry.

SUPER & FUNDS

Borrowing inside super could be banned

Borrowing dilemma: Where will super funding come from an what are the risks?

John Collett Real estate agents and developers see big opportunities in selling investment property to the growing ranks of those with their own funds.

SMSF

Warnings sound on DIY-super property

cracked nest egg.

Duncan Hughes DIY superannuation funds turbo-charged with borrowing to buy property are failing after two years because of high costs and low returns.

SUPER & FUNDS

Financial advice seekers are out on their own

One step ahead: Wrongdoings in the financial services industry inevitably prompt bold calls for reform, yet the problem of bad planners never goes away.

John Collett The authorities have given consumers a false sense of security about the professionalism and protection they can expect when seeking financial advice.

ASK NOEL

What's the best way to treat a rent payment?

Michael Mucci illo for Money

RentOrContribution.jpg

Noel Whittaker Should my artist husband pay rent for his studio to our self-managed fund ?

SUPER & FUNDS

There's more than a million DIY fund members

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John Collett More and more Australians are taking control of their retirement savings.

SUPER

Beware of switch to MySuper

Keep an eye on where your super fund is headed.

John Collett Super fund members could find their pension pots smaller than they expected.

GETTING STARTED

Henry's super solution would be a win for all

David Potts I have a feeling the Government's commission of audit will haunt it just as the Henry tax review did its predecessor.

SUPER

The risks of letting banks sell super plans over the counter

Should bank tellers be allowed to sell super over the counter?

John Collett Banks want their tellers to sell an unlimited range of products. But should they?

WOMEN AND SUPER

Women can slip the super trap

fingers

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Penny Pryor Women have it tough when it comes to super. The system just isn’t designed for them. But that needn’t be the end of the story.

FOFA UNDER THREAT

Hard sell to return if advice laws change

Superannuation

John Collett Dilution of financial advice reforms could see the return of a grab bag of commission charges.

SUPER

$1m savings for retirement may not be enough

Dreaming of strolling along beaches with your $1 million nest egg? Think again.

John Collett Those likely to retire with $1 million, dreaming of strolling along beaches in exotic parts of the world, could be disappointed.

SUPER

My top 10 tips for sorting out super

Mark Bouris dinkus.

Mark Bouris There's an opportunity to do very well out of super, writes Mark Bouris.

GETTING STARTED

A commission by any other name

David Potts Did you know that the banks make more out of super than all their other fees?

SUPER

Wise money eyes Google, and British homes

John Collett dinkus

John Collett Investors' love of Australian shares means they miss out on some overseas opportunities.

SUPER

Don't paint yourself into a corner with DIY

John Collett The concern is where self-managed funds are recommended by financial planners and accountants to those in more modest circumstances.

SELF-MANAGED FUNDS

Make super borrowing safe as houses

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John Kavanagh The SMSF borrowing market is small but starting to grow fast as trustees seek the security of property

SUPER

Kiwis face hurdles in pursuit of lost funds

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dairy cows map of australia new zealand nz dairy industry cattle photo illustration

John Collett New Zealanders are believed to be the owners of perhaps up to a quarter of the Australia's $18 billion in ''lost'' super. And it's very hard for them to get it back.

SUPER

Regulation called for to oversee SMSFs

John Collett ASIC and the new government need to consider bringing property spruikers who recommend self-managed super funds inside the licensing net.