Category Archives: Superannuation

Effects of work, care, health on Super balances

Recently released research report Work Well; Retire Well, led by the University of South Australia, has noted that gendered and ageist labour markets, in conjunction with the gendered distribution of paid and unpaid work and caregiver responsibilities, results in substantial differences in the ability of men and women to accumulate sufficient superannuation and other assets,…
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Home owners hold 95% of Australia’s wealth

(But, it seems, not enough Super Funds.) It isn’t owning a business but owning property that makes Australians wealthy, according to new research which found that home owners hold virtually all household net wealth. Despite accounting for just 65.2 per cent of the population, Australian owner-occupiers hold nearly 95 per cent of all household’s net…
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How much do you need to retire?

When it comes to superannuation and retirement savings, it seems that size really does matter. There are other considerations of course, but for the most part the focus will be on finances when people aim to “improve” their post-work life prospects. The question of how much retirement savings any particular person needs to squirrel away…
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SMSF RETURNS 2017 CHECKLIST

ROLLOVER DOCUMENTATION Copy of the ‘ETP Roll-over Statement’ provided by your previous Superfund for any benefits rolled into your Self Managed Superfund during the period 1 July 2016 to 30 June 2017. CASH - Bank Accounts & Term Deposits - All bank statements from 1 July 2016 to 30 June 2017.   SHARE / MANAGED…
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