11/07/2016 | 8:23 AM There are three questions regularly asked by those either setting up a new fund with a new corporate trustee or those wanting to change their trustees from individuals to a company.
05/07/2016 | 3:42 PM While a contravention of the ATO's collectables rules will not endanger the compliance status of an SMSF if the contravention was unintentional, it may give rise to a "speeding ticket" penalty for the trustees.
30/06/2016 | 8:42 AM Self-managed super funds are considerably underweight global markets, with a less than 1 per cent exposure to overseas direct assets among Australian SMSFs, according to Andrew Alcock, managing director of HUB24.
29/06/2016 | 8:53 AM While equity market weakness weighed on SMSFs in the March quarter, property and cash deposit exposures grew, reflecting a flight to the perceived safety of these asset classes.
27/06/2016 | 11:16 AM The SMSF Association has hit back at criticism of self-managed super funds in a recent Fairfax newspaper, which claimed there are 1 million SMSF members "headed for financial defeat".
23/06/2016 | 8:16 AM The Turnbull government's first budget aimed its sights squarely at the superannuation accounts of wealthier Australians, but SMSFs may be well-placed to take advantage of the changes.
20/06/2016 | 8:23 AM Here are a few key tax considerations to be aware of to help you and your self-managed superannuation fund make the most of available tax deductions and concessions.
16/06/2016 | 12:17 PM While now may be an opportune time to make an in-specie contribution of shares into your SMSF, there are some important details to be aware of.
15/06/2016 | 10:58 AM With just two weeks until the end of the financial year, now is the time to get your tax affairs in order, including your share or superannuation holdings.
07/06/2016 | 8:09 AM If it hasn't happened already, self-managed super fund trustees should expect a change in the way their accountant interacts with them from 1 July, says Sonia Cruze, senior consultant at The Fold Legal.
24/05/2016 | 3:28 PM The gathering backlash against Australia's baby boomer generation from less well-off Gen X and Gen Y cohorts is understandable but unwarranted, according to a new SMSF Association board member.
23/05/2016 | 12:02 PM Budget 2016 could have far-reaching estate planning consequences for some SMSF trustees, further emphasising the importance of a well-formed, legally binding plan.
23/05/2016 | 8:26 AM Having done their homework, trustees should have their SMSF well prepared for the end of the financial year. Here are some "spring cleaning" tips for when 1 July comes around again.
09/05/2016 | 8:56 AM Despite constant tinkering, any government still needs super to remain the most tax-effective form of saving for retirement in order to support an ageing population.
05/05/2016 | 11:59 AM The retrospective nature of proposed changes to the superannuation contributions regime may be the most disruptive part of Budget 2016 for super investors.
04/05/2016 | 12:11 PM High net wealth individuals, particularly those with high super balances, higher income earners and workers aged 55 to 65 years of age are among key groups to lose out in the Federal Budget 2016.
22/04/2016 | 8:07 AM While some SMSF trustees may get nervous knowing the regulator is coming to knock on their door, here's a list of "do's and don'ts" to help deal efficiently with the ATO.
21/04/2016 | 8:55 AM For SMSF trustees, the next two months could prove crucial in getting their fund in the best position for the new fiscal year--and avoiding the wrath of regulators.
20/04/2016 | 12:28 PM The need to work for longer combined with volatile markets is putting pressure on retirement savings, which could push some investors, including SMSFs, into riskier assets.
20/04/2016 | 8:03 AM The good news is that two thresholds have increased. The bad news is that the other thresholds have not.
18/04/2016 | 8:09 AM A five-year reprieve on collectables rules for self-managed superannuation funds will end on 30 July 2016, according to SUPERCentral.
12/04/2016 | 8:03 AM ATO guidelines on safe harbour for related party limited recourse borrowing arrangements are not as accommodating as one would have hoped, according to superannuation lawyer Michael Hallinan.
11/04/2016 | 8:11 AM SMSF trustees can apply a concession from the ATO when they fail to pay the minimum pension amount due to an honest mistake or matters outside their control.
07/04/2016 | 9:47 AM Australian wealth topped fresh levels in the December 2015 quarter, but with most wealth held in property, a property correction combined with higher interest rates could hit households hard.
05/04/2016 | 8:47 AM Being in control of an SMSF does not come without responsibilities and the ATO is now able to hit trustees where it hurts the most should they forget this.
31/03/2016 | 8:09 AM Binding death benefit nominations and reversionary pensions are two means available to SMSF members to select who is to receive their death benefit. But what happens if a member uses both but they clash?
24/03/2016 | 8:17 AM When thinking about estate planning for your super death benefits, it is absolutely crucial to put into place a valid binding death benefit nomination to provide certainty regarding how your death benefits will be paid.
23/03/2016 | 8:37 AM Deeds are: "uber agreements; obligations on steroids; solemn promises" carrying the full weight of moral and legal enforcement.
14/03/2016 | 8:28 AM Some SMSFs may not have enough exposure to growth assets, including shares and property, in order to reach retirement goals, some commentators say.
10/03/2016 | 8:13 AM The increasing value of member balances and the continued focus from the ATO means it is more important than ever to get things right when it comes to being in pension phase.
09/03/2016 | 4:17 PM It now appears that the "banana sundae" of a transition-to-retirement pension may also apply to individuals who have not yet reached age 60.
08/03/2016 | 8:11 AM The Turnbull government may have shelved its planned reforms to negative gearing but the debate is far from finished. Should SMSF trustees be worried?