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SMSF Articles

19/10/2016 | 8:51 AM  While the slump in commodity prices from mid-2015 onward proved punishing for the ultra-wealthy in Australia, the ATO continues to have an ongoing focus on the group.

17/10/2016 | 12:40 PM  SMSF trustees will bear the brunt of the government's proposed reductions in concessional contribution caps, according to a joint study conducted by the SMSF Association and actuarial firm Rice Warner.

14/10/2016 | 8:01 AM  Superannuation is far too important to this country's future to be nothing more than a tax debate, according to Olivia Long, the CEO of SuperGuardian/Xpress Super.

29/09/2016 | 8:26 AM  Schroders' David Wanis discusses how SMSFs can improve performance by exercising flexible asset allocation in pursuit of their objectives.

27/09/2016 | 9:56 AM  SMSF trustees and the rest of the industry will be hoping there are no more major surprises from the government or parliament, as they work to rebuild confidence in super.

26/09/2016 | 8:12 AM  Michael Hallinan of Townsends Business & Corporate Lawyers explains under what circumstances it would be acceptable for an SMSF to acquire business premises.

22/09/2016 | 1:17 PM  Ensuring your pension withdrawals allow for longevity risk, contribution caps and market performance variables can be a delicate balancing act.

19/09/2016 | 8:49 AM  A separate written agreement may prevent a surviving spouse from being tempted to make departures from the original intent of a will, according to SUPERCentral's Brian Hor.

16/09/2016 | 8:00 AM  Australians who have 10 years left until they retire could consider using equity in their home to fund SMSF investing, while being neutrally or positively geared in case of redundancy, injury or illness.

15/09/2016 | 8:00 AM  Self-managed super fund (SMSF) trustees are increasingly interested in listed vehicles, including listed investment companies (LICs) and managed funds, according to John Murray, managing director, Perennial Value Management.

15/09/2016 | 8:00 AM  In order to address the most important part of any retirement plan, trustees need projection tools that allow for risk and don't just use average returns and lifespans.

13/09/2016 | 8:00 AM  There's a real risk that well-meaning retirees and retirement savers can over-save and under-spend, according to Morningstar's US-based director of personal finance Christine Benz.

12/09/2016 | 8:00 AM  When it comes to estate planning the best option is to only provide monies to children by way of a loan, according to Brian Hor at SUPERCentral.

08/09/2016 | 8:00 AM  Every member of a self-managed super fund needs to put into place an enduring power of attorney, says Brian Hor of SUPERCentral.

19/08/2016 | 8:00 AM  Peter Hogan, head of technical at the SMSF Association, shares his perspective on the changing super environment and how he believes it will affect SMSF trustees.

11/08/2016 | 8:00 AM  More Australians are opting for pension payments rather than withdrawing their super in a lump sum, and the trend is set to continue.

01/08/2016 | 8:00 AM  Australia's knife-edge federal election result has brought with it increased uncertainty for super funds, with proposed budget changes expected to face further revision.

11/07/2016 | 8:00 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 | 8:00 AM  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 | 8:00 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 | 8:00 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 | 8:00 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 | 8:00 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 | 8:00 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 | 8:00 AM  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 | 8:00 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 | 8:00 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 | 8:00 AM  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 | 8:00 AM  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 | 8:00 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 | 8:00 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 | 8:00 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 | 8:00 AM  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.



Helping SMSF trustees negotiate super complexities Safe withdrawal rates for retirees Pitfalls of investing for retirement
Helping SMSF trustees negotiate super complexities Safe withdrawal rates for retirees Pitfalls of investing for retirement

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