Category: News articles

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 […]

Confusion still reigns over re-structured Market Linked Pensions (MLPs)

Re-structured MLPs since 1 July 2017 continue to cause uncertainty for industry as we wait for detail on the Government’s MYEFO announcement to allow retirees to partially commute these pensions […]

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 […]