Category: News articles

Protecting your SMSF assets . . . it’s all in the name

First published in the West Australian on 7 March 2022. It is essential that self-managed superannuation fund trustees make sure that all the accounts and investments are held in the […]

Partner content | Have you got the same confidence in your clients’ SMSF investment strategy since COVID-19?

Content provided by Hostplus A well-diversified investment strategy can play an important role in providing your clients with a more stable pattern of returns, enhancing downside protection in times when […]

Self-managed super sign-ups surge as costs and performance improve

First published in the Financial Review on 23 February 2022. It might seem counter-intuitive, but economic and social crises give SMSFs greater appeal. After the global financial crisis (GFC) in […]

Common SMSF trustee mistakes that will trigger ATO action

First published in the Financial Review on 27 January 2022. The Australian Taxation Office takes a dim view of non-compliance – penalties range from fines to freezing the fund’s assets. […]

What’s ahead for SMSF trustees in 2022

First published in the Financial Review on 29 December 2021. An election year means super reforms could be scrapped, with more changes on the cards if there is a change […]

The five things to ask and do before you retire and tap into your self-managed superannuation fund

First published in the West Australian on 13 December 2021. During our working life, the focus is on building a superannuation nest egg for retirement. That can seem a long […]

Pressing need for SMSF trustees to seek specialist advice

First published in the Sydney Morning Herald on 07 December 2021. The Productivity Commission’s Superannuation: Assessing Efficiency and Competitiveness report in 2018 lamented that super fund members were often sold […]

More flexible super contribution rules in the pipeline

First published in the Financial Review on 02 December 2021. Legislation before Parliament will allow substantial top ups to retirement savings for those aged 67-74. Self-managed super funds are set […]

SMSF scam alert: how I was offered returns of 18-24pc

First published in the Financial Review on 03 November 2021 An approach to SMSF Association chief John Maroney serves as a warning not only to DIY fund trustees but to […]

Who is the expert steering your SMSF?

First published in the Financial Review on 05 October 2021 If you’re not across non-arm’s length expenditure rules or whether a six-member fund would suit you, it’s probably time you […]