Category: News articles

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 […]

New ATO survey of SMSF trustees

With over 1 million Australians having made the decision to take control over their superannuation and set up an SMSF, the Australian Government has recognised the need to find out […]

SMSF Annual Return 2019-20 – It’s not too late to request a deferral

Although most of industry is focusing their attention on the recent Federal Budget, it is important that we do not lose sight of the need to lodge an SMSF Annual […]

Scrabble Time: NALI, CGT & ECPI

Over the past few years, the SMSF industry has been heavily focused on the application of the new non arm’s length expenditure rules and working with the ATO to ensure […]

Partner content | The role of unlisted assets in SMSF portfolios

Content provided by Hostplus Unlisted assets, such as infrastructure, property and private equity, have long played an important role in the investment strategies of many large and successful institutional investor’s […]

SMSFs with collectables need to read the fine print

First published in the Financial Review on 21 April 2021   Got art, jewellery or cars in your collection? Watch out for how they’re insured, where you store them and who […]

In-specie downsizer contributions – ATO update

It was recently brought to our attention that there has been some confusion in relation to the ATO’s view on in-specie downsizer contributions. The confusion appears to stem from  LCR […]

Running an SMSF is far from set and forget

First published in The Sydney Morning Herald on 13 April 2021. Licensed by Copyright Agency. The decision to set up a Self-Managed Super Fund (SMSF) should not be taken lightly. […]

Devil in the detail with indexed super transfer cap

First published in the Financial Review on 26 March 2021  Most self-managed super fund members and their advisers were coming to grips with the new rules around transfer balance caps. […]

Collectables and Personal use assets: Insurance myth busted

Since 1 July 2011, the SIS Regulations require trustees of SMSFs to insure collectables and personal use assets owned by the fund, other than memberships of sporting or social clubs, […]