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SMSF Articles

19/06/2018 | 1:27 PM  New investments and a decline in stamp duty revenue will take a toll on the New South Wales Government's state finances, with the budget surplus tipped to fall in the year ahead.

13/06/2018 | 4:33 PM  Following are some expert tips on getting your self-managed super fund into the best shape possible before the end of financial year on 30 June, 2018.

08/06/2018 | 2:23 PM  If you're an Australian citizen who has lived abroad and accumulated offshore assets, you may need to have separate wills for your local and international affairs.

08/06/2018 | 1:51 PM  Keeping on top of changing rules has become the biggest concern for SMSF trustees following years of government tinkering, an investor survey has found.

01/06/2018 | 10:16 AM  A savings target of twice your income by the age of 35 is achievable for some people but unrealistic for many others, writes John Rekenthaler.

23/05/2018 | 3:45 PM  To avoid losing 45 per cent of your fund's total value in ATO penalties, the following tips will help ensure your self-managed super fund is compliant.

16/05/2018 | 5:06 PM  There was a sigh a relief when the budget revealed there would be no major changes to superannuation, but it still pays to examine measures that passed under the radar and how they could affect you.

09/05/2018 | 10:52 AM  An early return to surplus, minor changes to superannuation, and $140 billion in income tax cuts all featured in Scott Morrison's pre-election budget.

30/04/2018 | 1:58 PM  New rules on claiming exempt current pension income may mean big changes for self-managed super fund administrators.

24/04/2018 | 6:25 AM  A combination of sophisticated pension products and investor awareness of safe withdrawal rates are key to securing Australian retirement incomes, according to Challenger and Morningstar's Anthony Serhan.

13/04/2018 | 10:12 AM  The double-punch of regulatory uncertainty and financial market volatility sees the majority of self-managed super trustees sidelined into cash assets, a study shows.

15/03/2018 | 9:39 AM  Battle lines have formed over the Australian Labor Party's proposed changes to dividend imputation, with opponents dubbing it the latest front in a class war and an unfairly targeted attack on retirees.

14/03/2018 | 5:32 PM  Various industry groups have voiced strong opinions on the proposed removal of cash refunds for excess dividend imputation credits, an idea floated this week by the Australian Labor Party.

26/02/2018 | 10:00 AM  Australia's female labour force participation rate reached an historic high in January and continued growth could help to grow women's super balances, which still significantly lag those of men.

21/02/2018 | 3:28 PM  With inflation fears on the rise--particularly in the US, but also in Australia--retirees are among the most vulnerable.

15/02/2018 | 11:57 AM  New research that segments trustees into growers, spenders and preservers considers a combination of retirement income risks and suggests more detailed cashflow strategies are needed.

18/01/2018 | 2:30 PM  The role of superannuation solely as an investment vehicle to fund retirement is a core underpinning of the structure, but one that is continually being challenged.

09/01/2018 | 9:46 AM  Recent changes to allowable tax deductions may have implications for SMSF trustees with investment properties, writes Elizabeth Wang.

29/12/2017 | 8:20 AM  After an eventful 2017, trustees will be hoping for less regulatory and market uncertainty in the year ahead--but expect the unexpected.

11/12/2017 | 8:20 AM  Here are just a few examples of how tailored binding death benefit nominations can be a "magic bullet" for SMSF estate planning.

30/11/2017 | 2:30 PM  With the growing number of investment products on offer, will SMSFs' love affair with ETFs continue?

30/11/2017 | 10:18 AM  While there are many ways to operate your SMSF with a great deal of flexibility, certain rules still apply.

29/11/2017 | 7:58 AM  Transfers of property between SMSFs can be done with only concessional stamp duty of $500 payable, explains Townsends Business & Corporate Lawyers.

09/11/2017 | 4:12 PM  Consumer groups have welcomed the Australian Tax Office's softening of its latest changes to SMSF transfer balance cap reporting.

06/11/2017 | 12:37 PM  Cryptocurrencies may be gaining broader acceptance and legitimacy, with a single bitcoin now nudging US$10,000, according to some estimates.

01/11/2017 | 10:26 AM  The advantages of self-managed super funds continue to outweigh the negatives, even though frequent legislative changes add complexity, according to Natasha Fenech, CEO, SuperConcepts.

30/10/2017 | 12:14 PM  Operating an SMSF is a long-term commitment that is both challenging and rewarding, and there are several reasons why you should stay the course on your SMSF journey.

30/10/2017 | 8:08 AM  With the so-called "Fourth Industrial Revolution" now putting artificial intelligence and robotics into virtually every industry, is it time for SMSFs to let the robots take charge?

26/10/2017 | 11:56 AM  The politicisation of Australia's super system; greater uptake of income streams in retirement; and the policy alignment of aged care and retirement planning, as discussed by Pauline Vamos at Morningstar Individual Investor Conference 2017.

05/10/2017 | 6:38 PM  What is in an SMSF name change? Quite a lot. Here is a checklist for SMSF trustees to use in making the name change on their fund.

22/09/2017 | 6:38 PM  The lifestyle investing approach aims to lower the risk profile of an SMSF by reducing its exposure to growth assets as the investor approaches retirement.

19/09/2017 | 6:38 PM  People over 65 will be able to make an additional contribution to super provided they sell their house to do it.

18/09/2017 | 6:38 PM  A key risk faced by SMSF retirees is sequencing risk, as the order and timing of investment returns can have a significant impact on account balances and the ability to meet future cash flow.

14/09/2017 | 6:38 PM  Super regulations used as political play-things, excessive complexity, and high fees for active management are among concerns raised in submissions to the Productivity Commission's Australian superannuation system inquiry.

12/09/2017 | 6:38 PM  Labor's plan to tax discretionary trust distributions has sparked fears that self-managed super funds could be hit in the process.

12/09/2017 | 6:38 PM  Some APRA funds will only give the death benefit to the estate, which makes it vulnerable to estate creditors.

22/08/2017 | 6:38 PM  In the current uncertain legislative and socioeconomic environment, it helps for SMSF trustees to plan with greater certainty when it comes to their taxes.

18/08/2017 | 6:38 PM  Aside from a few high-profile misses, large-cap stocks are doing okay as FY17 reporting season passes halfway, says AMP Capital's chief economist Shane Oliver.

17/08/2017 | 6:38 PM  Managed funds are becoming less popular among self-managed super fund trustees, a new study from Investment Trends and Vanguard has found.

10/08/2017 | 6:38 PM  While SMSF trustees' market return expectations remain subdued, prolonged uncertainty is inspiring greater asset allocation activity, a Vanguard and Investment Trends study shows.

09/08/2017 | 6:38 PM  Australian retirees are faring considerably better than many, ranking sixth behind a handful of European countries and New Zealand, but well ahead of the US and UK, a multi-national study has shown.

09/08/2017 | 6:38 PM  Investing in emerging companies, through speculative equity crowdfunding platforms, unnecessarily adds to risk, says Townsends Business & Corporate Lawyers.

27/07/2017 | 6:38 PM  Having your SMSF own property that is leased to your business is a smart way to build wealth, says Omniwealth's Andrew Zbik.

24/07/2017 | 6:38 PM  Sydney's housing market is continuing to slow with the monthly growth in the price of a home down 1 per cent, latest auction figures show.



VIDEO | Investors hoard cash at their peril, says JP Morgan Shifting laws not denting SMSF demand Superannuation not political football
VIDEO | Investors hoard cash at their peril, says JP Morgan Shifting laws not denting SMSF demand Superannuation not political football

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