A Wealth of Advice

Self-Managed Superannuation Funds Can Have Considerable Benefits for Many

Self-managed superannuation funds (SMSFs) have been the fastest growing sector of the superannuation industry for the past decade, as many investors and retirees have begun to realise the potential benefits. According to data from the Australian Taxation Office (ATO), the number of SMSFs in operation has grown from less than 100,000 in 1994 to 582,000…

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February 7 2017 Article ByJason Dunn (GM Strategy & Distribution)

SMSF Assets Hit Record High, but Funds Still Hoarding Cash

Too many eggs in cash basket A rise in the number of self-managed superannuation funds (SMSF) and their assets to all time highs in the June quarter of 2016 highlights the appeal of do-it-yourself investing for many Australians. But SMSFs are still piling a considerable level of money into cash, which may reduce wealth creation…

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October 10 2016 Article ByJason Dunn (GM Strategy & Distribution)

2016 Federal Budget Superannuation Reforms

Are you clear on what non-concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap, in the 2016 Federal Budget, for non-concessional contributions are you clear on what non-concessional contributions you can make to superannuation now? Non-concessional contributions are contributions that are made to super…

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September 26 2016 Article ByAnne Street Partners

Government Announces Changes to Superannuation

Today the Government announced significant changes to the proposed superannuation reforms. The key proposals: The $500K lifetime Non-Concessional Contributions (NCC) Cap has been dropped. The Government has instead announced a reduction of the current annual NCC Cap from $180K to $100K from 1 July 2017. This will mean you can continue to contribute NCCs of…

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September 15 2016 Article ByAnne Street Partners

Winner of the Define My Pathway Competition – BikeExchange

Congratulations Chris Reid of Perth, WA has won the Focus Izalco Max Dura-Ace bicycle package valued at $9,414.15 as part of the “Define My Pathway” competition we ran in conjunction with our partners BikeExchange. Chris is being presented with the big prize in the Anne Street Partners Perth office by Shannon Cramer, State Manager, Aleksander Grujicic, Financial…

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August 31 2016 Article ByAnne Street Partners

SMSF Strategies Remain Attractive Despite Volatility in Market

Low interest rates are tempting many self-managed superannuation funds (SMSFs) into a record level of property investments, due to decent yields and much less volatility than shares. Reflecting the strong appeal of self-directed investment, there was a record number of 572,424 SMSFs in Australia as at March 31, 2016 (up from 565,990 as at December…

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August 8 2016 Article ByJason Dunn (GM Strategy & Distribution)

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