Financial Planning, Superannuation

The Valuation Conundrum: Valuing Unlisted Assets in Australian Superannuation Funds

Unlisted assets have played an increasingly important role amongst industry super funds. As of June 2023, the average proportion invested by industry superannuation funds in unlisted assets was 16.4%, with approximately 4.8% allocated to both unlisted equity and direct property and 6.7% to unlisted infrastructure. In comparison, Australia’s largest superannuation fund, Australian Super, currently holds […]

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Superannuation

Get Your Super Together and Save

If you have had different jobs with different employers over your working career, you may have superannuation accounts with many different funds. Apart from the time it takes to keep track of these accounts, there are three more serious concerns of which you should be aware.   1 – Investment Strategy Choosing the right investments […]

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Superannuation

Property Investing and SMSFs – The Differences

Australians love to invest in property. And what’s not to love? It’s tangible, offers diversification and tax benefits, and can provide you with a good income and strong capital growth. The benefits of investing in property can be amplified when held within super and with changes to borrowing within Self-Managed Super Funds (SMSFs) over the […]

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Superannuation

3 Easy Ways To Boost Your Retirement Savings

Some believe once your superannuation account is set up when you start working, the rest is done for you.  While that’s true in part, taking a ‘set-and-forget’ approach may mean you’ll miss out on opportunities to grow your super faster. Opportunities that could allow you to retire sooner than you thought possible.  Taking advantage of […]

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Financial Planning, Superannuation

The Pros and Cons of an SMSF

SMSFs are becoming increasingly popular among Australians.  According to the ATO, the number of SMSFs increased by approximately 6% every year between 2012 and 2016. However, not everyone will necessarily benefit from an SMSF. While an SMSF can assist you in growing your retirement nest egg, so can a regular super fund. An SMSF gives […]

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