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SMSF Articles

17/04/2014 | 8:29 AM  Ibbotson Associates Australia has identified key assets that diversify a portfolio away from economic risk and reduce capital loss.

16/04/2014 | 7:26 AM  Does your SMSF adopt "production-line" approaches to tax and investing or comprehensive intergenerational wealth strategies that make it the ultimate super savings vehicle?

4/04/2014 | 8:04 AM  SMSF members who accept employer contributions will need to prepare for the government's new measure called SuperStream.

28/03/2014 | 7:17 AM  SMSF trustees face new audit requirements from the Australian Taxation Office.

21/03/2014 | 9:36 AM  The new SMSF penalty regime has sparked the individual-versus-corporate trustee debate as individuals could face the possibility of significant fines.

21/03/2014 | 8:04 AM  AMP's Peter Burgess outlines key legislative considerations for trustees.

20/03/2014 | 8:27 AM  SMSF trustees are starting to recognise the value of offshore investing and there are now specific investment strategies that can give these investors a bigger slice of the global pie.

19/03/2014 | 7:28 AM  A strategy that includes an allocation to three main types of bonds will give investors both income and inflation protection, FIIG Securities' Elizabeth Moran says.

19/03/2014 | 7:24 AM  Exchanged-traded products offer one of the simplest ways of obtaining exposure to a diversified basket of shares that can produce yield, as BetaShares' Alex Vynokur illustrates.

18/03/2014 | 7:33 AM  Trustees who have access to professional advice have more diversified portfolios, according to a recent survey.

18/03/2014 | 7:32 AM  The key to a robust investment plan is to keep things simple by following a few easy steps, Oasis Wealth's Barbara Smith says.

17/03/2014 | 8:32 AM  There is a way to professionally manage your fund without giving up control, BT Financial Group's Bryan Ashenden says.

17/03/2014 | 8:32 AM  A recent survey found that those Australians with an SMSF were not only happier but in better health than those with another form of superannuation.

14/03/2014 | 8:32 AM  The indexation of the contribution caps will give people the opportunity to put more into superannuation.

13/03/2014 | 8:32 AM  SMSF trustees can pay a hefty price if they ignore the details, as Xpress Super's Olivia Long explains.

6/03/2014 | 8:32 AM  There is no one-size-fits-all solution in direct fixed-income investment as all retirees have different risk profiles and income needs, according to FIIG Securities' Elizabeth Moran.

24/02/2014 | 8:32 AM  New ATO penalties, higher education standards and a potential role in nation-building were among the key items raised at a recent national SMSF conference.

7/02/2014 | 8:32 AM  Trustees need to grapple with a number of legislative changes made by the ATO.

3/02/2014 | 8:32 AM  SMSF trustees and investors generally need to take necessary steps to mitigate the potentially destructive impact of "sequencing risk" on their retirement portfolios.

24/01/2014 | 8:32 AM  Westpac's David Simon outlines five key new year resolutions that will maximise portfolio performance.

22/01/2014 | 8:32 AM  Property expert Margaret Lomas outlines effective strategies for maximising a property portfolio and managing these assets in retirement.

21/01/2014 | 8:32 AM  SMSF Academy's Aaron Dunn outlines the implications behind the ATO's crackdown on "dividend washing".

14/01/2014 | 8:32 AM  The right help is needed on tax audits as the Australian Taxation Office has medium-sized businesses and wealthy individuals in its sights this year, argues HLB Mann Judd.

18/12/2013 | 8:32 AM  A new government inquiry into financial services will be among the key issues trustees will have to grapple with in 2014.

16/12/2013 | 8:32 AM  The abolition of the 15 per cent tax was an early gift from Santa and trustees will be hopeful their stockings will be filled with more tax benefits in the new year, SuperGuardian's Olivia Long says.

3/12/2013 | 8:32 AM  While ASIC has turned the spotlight on property spruikers, SMSF trustees may be better informed about gearing into property, Xpress Super's Olivia Long says.

22/11/2013 | 8:32 AM  Beyond compulsory super, former prime minister Paul Keating introduced another policy that is a huge benefit for SMSF trustees and income-focused investors.

6/11/2013 | 8:32 AM  A number of steps can be taken in order to minimise the impact of sequencing risk on retirement portfolios, according to HLB Mann Judd's Chris Hogan.

31/10/2013 | 8:32 AM  Focussing on minimum balances and costs misses critical elements of the SMSF debate, Xpress Super's Olivia Long says.

30/10/2013 | 8:32 AM  Should minimum balances be set for SMSFs in order for them to be run effectively?

3/10/2013 | 8:32 AM  The recent debate about SMSFs and property has turned the spotlight on the need for trustees to get independent advice when entering into property investments.

20/09/2013 | 8:32 AM  BT Financial Group's Bryan Ashenden explains the proposed guidelines for advisers operating in the SMSF market and the implications for trustees.

18/09/2013 | 8:32 AM  It may come as a surprise that the most liked stocks among SMSF trustees are outside the banking and defensive sectors.

13/09/2013 | 8:32 AM  The new government will cut back on concessions for low-income earners and will most likely re-think excess contributions for SMSFs.

5/09/2013 | 8:32 AM  Latest reforms to excess concessional contributions is great news, however, trustees still need to still consider a number of key things when making these contributions.

20/08/2013 | 8:32 AM  Trustees need to be mindful of certain rules that are downright vindictive towards people whose only crime is aiming to be self-sufficient.



Is your SMSF audit ready? Key rulings for SMSFs Do trustees know best?
Is your SMSF audit ready? Key rulings for SMSFs Do trustees know best?

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