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SMSF STRATEGY News & Analysis

My own reasons for early SMSF establishment
Retirement
My own reasons for early SMSF establishment
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
Meg Heffron | 05 February 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 31 January 2024
SMSF facts and figures
Retirement
SMSF facts and figures
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
Meg Heffron | 09 January 2024
Are you ready for an SMSF? Here’s a checklist to find out.
Investing
Are you ready for an SMSF? Here’s a checklist to find out.
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 11 September 2023
The ultimate superannuation EOFY checklist 2023
Personal Finance
The ultimate superannuation EOFY checklist 2023
Now is the time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist.
Liam Shorte | 08 June 2023
What the Federal Budget means for retirees
Retirement
What the Federal Budget means for retirees
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
James Gruber | 10 May 2023
My self-managed superannuation fund investments — Part 1
Retirement
My self-managed superannuation fund investments — Part 1
In this first article, I will outline the funds I selected for my own SMSF in two of the most difficult asset classes—bonds and international...
Ross MacMillan | 03 April 2023
New retirement income obligations on SMSF trustees onerous, experts say
Retirement
New retirement income obligations on SMSF trustees onerous, experts say
The long list of requirements on trustees just got longer.
Nicki Bourlioufas | 31 August 2021
Young Asian power plants good news for Aussie coal: Charts of the week
Stocks
Young Asian power plants good news for Aussie coal: Charts of the week
We take a visual look at the age of coal plants around the world.
Lewis Jackson | 26 July 2021
SMSF trustees spurred into action post-covid: Charts of the week
Markets
SMSF trustees spurred into action post-covid: Charts of the week
We take a visual look at the latest trends in SMSFs.
Lewis Jackson | 19 July 2021