If you're concerned with recent developments around climate change, you may be thinking of putting your money where your mouth is and switching to an ethical super fund or bank.
Self-managed super funds are handled a bit differently to regular superannuation when you move overseas. Find out what you need to do before saying bon voyage.
Absolutely everybody (everybody, everybody) who runs a self-managed superannuation fund (SMSF) has to have their fund audited every year to make sure the fund isn’t breaking any rules.
Many people choose an SMSF over a regular super fund to give themselves greater control over their retirement. If this is you, you’ll need to know there’s a wide array of asset classes you can invest in.
To segregate or unsegregate? In the end, you may not have a choice of which method to use for your SMSF, but it can be important to know the differences.