SMSF and superannuation terminology can be a little confusing if you are new to the space so the team at SMSF Mate has created a glossary of common terms and phrases to help you navigate your way through your superannuation journey.
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2020 began with a bang for Australian investors with global equity markets fallen between 20% - 40% from the February highs to the March lows.
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Superannuation investors have not typically had much control over where their funds are invested over the years. Bog-standard industry super funds or retail super funds only offer investment options like defensive, balanced or high-growth, which provide little ability for the investor to customise the assets within their portfolio, beyond splitting them across ...
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"When can I retire?" is my wife's favourite question at the moment! Wouldn't it be nice? Well it all comes down to money, honey. Heres a handy tool we found to help you work it out for yourself Notes on the calculations The calculator does not account for inflation so take 2-3% ...
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The word sacrifice isn’t exactly known for its positive connotations, however in the case of when an employee salary sacrifices a portion of their pre-tax income to pay for certain benefits its usually all good news. Whether salary sacrifice is right for you and your personal circumstances will depend on many factors ...
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Unsure about how your super works? At SMSF Mate we cover everything from the basics right up to the most advanced concepts you need to know about your super.
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Superannuation provides an income for retirement that replaces or minimises the reliance on the aged pension and is the process of investing a portion of your income throughout your working career in a range of assets until you retire.
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