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SMSF Articles

13/11/2015 | 8:20 AM  Getting the asset allocation mix right is now more important than ever if SMSFs are to continue their winning performance well into the future.

27/10/2015 | 7:21 AM  There are only two types of trustee structure available for SMSFs but it is still crucial that trustees consider a number of issues when deciding which structure to use.

22/10/2015 | 7:35 AM  As with almost every aspect of the administration of an SMSF, it is crucial to check the trust deed and then follow it to the letter as comprehensively as possible.

21/10/2015 | 9:15 AM  While there are "anecdotal concerns" regarding borrowing in superannuation, the government will not ban limited recourse borrowing arrangements.

14/10/2015 | 7:32 AM  Focusing on a country's or a stock's situation is worthless without comparing it to others and to itself in the past and the future.

13/10/2015 | 7:14 AM  In life, we usually achieve a better outcome with a plan. It's the same with our super nest egg, according to the SMSF Association.

1/10/2015 | 3:43 PM  Bad behaviour before and in retirement can take a major hit to your savings. We outline the pitfalls to avoid if you want to maximise your pension pot.

24/09/2015 | 10:29 AM  Applying the Morningstar Economic Moat Rating, having a well-considered investment strategy and keeping a healthy cash balance will help ensure the continuing outperformance of SMSFs.

15/09/2015 | 7:58 AM  Superannuation specialist Kathy Evans provides a checklist of what is allowed under the government's concessional and non-concessional contribution limits.

10/09/2015 | 8:13 AM  Investors often run the risk of making emotional decisions in the heat of the moment - decisions they later regret. Here are three key things investors need to remember in order to avoid this.

4/09/2015 | 7:52 AM  Despite the recent market swings, retirees can still exercise some control by doing simple things like checking cash reserves and spending levels.

6/08/2015 | 9:12 AM  There are a number of common but "surprising" compliance issues that trustees still grapple with, says the ATO's Mary Simmons.

30/07/2015 | 7:27 AM  SMSFs are looking to move into assets that are inherently more risky in a bid to achieve better returns than those offered by current cash rates.

9/07/2015 | 8:39 AM  Accurium's Melanie Dunn explains how new legislation that removes the double taxation on excess non-concessional contributions will impact trustees.

25/06/2015 | 8:13 AM  Three financial advisers each give some top tips on deferring tax and the benefits of each strategy.

24/06/2015 | 8:30 AM  Accurium SMSF technical services manager Melanie Dunn discusses three factors trustees should be aware of as they move from the accumulation to the retirement phase.

24/06/2015 | 6:43 AM  While it can be "taxing," the end of financial year is a time for investors to remember those deductions they can make in order to reduce their taxable income.

23/06/2015 | 7:35 AM  Around 326,000 part-age pensioners are likely to have their entitlements either reduced or lost from 1 January 2017 due to proposed changes to the pension asset-test thresholds.

22/06/2015 | 7:37 AM  Understanding what you could do before and after 30 June 2015 can provide the icing on the cake for employees, investors and those in small business.

4/06/2015 | 10:37 AM  There are several common habits to be found among successful investors, as illustrated by Morningstar's Christine Benz and Adam Zoll.

29/05/2015 | 8:23 AM  Amid reports of property spruikers trapping ill-advised investors in SMSF structures, such funds could see their property borrowing rights restricted.

22/05/2015 | 12:06 PM  Australia's record-low interest rates have hit retirees hard, and with rates forecast to fall even further, retirees need to look at ways of protecting their income.

21/05/2015 | 12:06 PM  The need for financial advice, born of hard scrutiny from knowledgeable observers, is an ongoing process, according to AdviceIQ.

15/05/2015 | 12:06 PM  Retirees have 18 months in which to consider an action plan regarding loss of income if proposed changes to means testing of the age pension pass through parliament.

5/05/2015 | 12:06 PM  Retirement plans should not end up being based on assumptions that have never been questioned.

1/05/2015 | 12:06 PM  New data from Colonial First State and actuarial firm Rice Warner highlights a move by newly minted retirees away from a "lump sum" culture.

30/04/2015 | 12:06 PM  Australia's foremost global investor Kerr Neilson identifies global drivers and those undervalued companies that are positioned for strong growth.

30/04/2015 | 12:06 PM  Australian Taxation Office statistics on the SMSF sector highlight some interesting trends that trustees can learn from.

24/04/2015 | 12:06 PM  A number of limitations apply to the transfer of investments in self-managed superannuation funds, from shares and property through to "beloved collectibles" and personal use assets.

23/04/2015 | 12:06 PM  The SMSF Association's Graeme Colley discusses important points from both the Murray inquiry and the SuperStream initiative, while also giving trustees tips on how to avoid unwanted "gardening leave".

17/04/2015 | 12:06 PM  Assets such as stocks and bonds are used in asset allocation but this process is incomplete without considering one vital link.

16/04/2015 | 12:06 PM  While the majority of SMSFs have individual trustees, there is no real benefit to this arrangement and all the advantages rest with the corporate trustee structure, HLB Mann Judd's Bruce Wigan says.

8/04/2015 | 12:06 PM  No investment is 100 per cent free of risk so here is a field guide to the key risks for investors in stocks, bonds, and yes, cash.

6/04/2015 | 12:06 PM  As the SuperStream measures roll out, trustees must be ready by 1 July for electronic contributions if their SMSF receives employer contributions.

2/04/2015 | 12:06 PM  The government's white paper on tax reform aims to "start a conversation" about overhauling Australia's tax system. But will SMSF trustees bear more of the burden?



Pitfalls of investing for retirement 4 retiree to-dos in a turbulent market 3 key risks for retirees
Pitfalls of investing for retirement 4 retiree to-dos in a turbulent market 3 key risks for retirees

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