Self-managed super attracts new members seeking tax benefits
First published in The Australian on 13 September 2021 Written by Anthony Keane, Personal Finance Writer Nobody wants to pay a $150,000-plus tax bill if they can avoid it. But […]
When mate’s rates will backfire on your SMSF
First published in the Financial Review on 8 September 2021 Recent ATO changes mean big tax penalties when you provide services to your DIY fund but don’t charge in full. […]
Partner content | Defend your portfolio without losing interest
Content provided by Hostplus Defensive assets, such as cash and bonds, produce lower returns over time than growth investments like equities. But defensive investments are useful for mitigating risk and […]
When six is a crowd in an SMSF
First published in the Financial Review on 15 July 2021 Large families may benefit from new rules allowing up to six members of a self-managed super fund, but broadening access […]
New super residency rules level the playing field for SMSF expats
First published in the Financial Review on 16 June 2021 How overseas trustees of DIY super funds will benefit from the government decision to allow them to continue managing their […]
End-of-financial-year essentials for SMSF trustees
First published in the Brisbane Times on 08 June 2021 As the end of the financial year approaches, it is a good time for trustees to do an annual check-up […]
Women lead the charge into SMSF
First published in the Financial Review on 31 May 2021 Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control […]
Cutting-edge technology puts investors in driver’s seat
First published in the Financial Review on 31 May 2021 Today’s investors have access to markets and trading opportunities which in the past were the exclusive domain of stockbrokers, bankers, […]
Federal Budget clarifications
This year’s Federal Budget provided some good news for SMSF investors and self-funded retirees. While more detail about the changes to legacy pensions and the removal of the work test […]
Budget delivers the bacon for self-funded retirees
First published in the Financial Review on 20 May 2021 The standouts are removing the work test for non-concessional contributions for those aged 67-74 and lowering the eligibility age from […]