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Submission to the Australian Financial System Inquiry 2014

See the submission by clicking here. The website for the FSI is here. The main points covered: Governance around the SMSF sector is loose. There is considerable focus around the ease of setting up and managing an SMSF. This puts systemic risk into the sector, which many Trustees and Stakeholders do not fully understand. Despite […]

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Retirement Planning 101, or: How I Learned to Stop Worrying and Love the SMSF

Tongue in cheek, this post illustrates how the accessibility and ease of setting up an SMSF has the unintended consequence of increasing systemic risk. We also explore how this might be mitigated. Read on…… Nowadays, it’s easier than ever to setup and run a Self Managed Super Fund or SMSF. Sick of those fund managers […]

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SMSF’s a reaction to past underperformance….

This is anecdotal, but seems to be a recurring theme as I go about the markets: Super funds in general have suffered over the last 5 or so years, predominantly due to under performance of listed equities This has led to many stakeholders (including those with $200k to $1m)  leaving the managed sector and setting […]

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The Australian Superannuation System is Larger than the Sharemarket

Did you know that the combined value of assets in the Australian Superannuation wallet is larger than the market capitalisation of the Australian Stock Market. Some facts: From an ASFA Research and Resource Centre report published in July 2012 The ASX is capitalised at about AUD1.2 tn (Source ASX) The global pension pool is about USD19.3 tn […]

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