Monthly Archives: May 2015

Federal Budget

With the Commonwealth Government recently announcing its latest budget, we spoke to Paul Oliver, National Manager of the Self Managed Super Institute Pty Ltd to find out his thoughts on the latest budget by asking the following questions:

1. How will this budget affect or change the superannuation industry? More specifically, what should self-funded retirees pay particular attention to?

“While the budget had no major surprises in the superannuation area, retirees who are currently receiving a part age pension may be impacted by the proposed changes to the assets test that will come into effect from 1 January 2017.  Specifically, under the proposed changes the maximum value of assets retired couples can hold outside the family home and still qualify for a part pension will be […]

April Newsletter

Please click on the link below for our latest newsletter.

Newsletter Apr 2015

ETF’s inside SMSF’s: Hedging

The Australian exchange traded fund industry reached a fresh record high of $17.6B, with the industry growing 18% in the first quarter of 2015 according to research from Betashares. Not surprisingly, the majority of these inflows came from international equities, and importantly, the research highlights that “new product development activity remained strong”.

So what does this report mean for SMSF trustees?

According to an article from “selfmanagedsuper” which features our National Manager, Paul Oliver, the SMSF sector should greatly benefit from this growth and in particular new products. “The theme I’m seeing now is that more self-funded retirees want more predictability and once they sort of understand the products that are out there, they like to have the option of a hedged option to support them […]