3 Oct 2024

Retiring Richer, Earlier.

By Mark Holzworth

Self-Managed Super Fund Members Retire with Higher Balances According to new research from accountancy software provider Class, SMSF members are retiring earlier and with larger member balances than their counterparts in public offer funds (i.e. retail, industry super). In the recently released “2024 Annual Benchmark Report,” Class revealed that members aged 60 to 64 in SMSFs are 2.7 times more likely to utilise a transition-to-retirement income stream (TRIS) or retirement-phase income stream than those in

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14 Mar 2024

GRANNY FLATS HAPPY FAMILIES OR DISASTER ZONES?

By Kerri Tucker

When you look at the dynamics around sourcing a property for extended family including those that may be elderly or disabled, granny flats often come into play! Their demand is escalating given rising living costs and the accelerating lack of affordable housing for the vulnerable.When you list a property with a granny flat or a home that has the potential to have this added on, please carefully consider the legal framework that surrounds the scenario

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5 Mar 2024

Options to Invest Your Self-Managed Super Fund

By Jane Purnell

Over one million Australians have embraced increased autonomy over retirement funds by opting for a self-managed super fund (SMSF). An SMSF offers the advantage of diversifying investments across a wider array of asset classes compared to conventional superannuation funds. Prioritising your financial objectives is essential when evaluating investment opportunities. While conservative assets (cash and bonds) offer stable cash flow, growth assets such as property, shares (Australian and global) and commodities contribute to wealth accumulation. Below

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