Why are super funds using more managed funds and ETFs lately?
Warning: Your pension payment could be halved...
Did you receive a letter from your super fund? There’s no need to be worried about the upcoming changes to pension payments, they’re optional, but you do need to act…
Trump & Trade War Risks
After the calm of 2017, 2018 is proving to be anything but with shares falling in February on worries about US inflation, only to rebound and then fall again with markets back to or below their February low, notwithstanding a nice US bounce overnight. So what’s driving the weakness and what should investors do?
SMSF: $1.6m Transition Ending (Technical)
Clients with retirement phase income streams that exceeded the $1.6 million cap by up to $100,000 on 30 June 2017 have until 31 December 2017 to commute the excess or face potential penalties...