Category: News articles

Life about to get more complicated for SMSF trustees

First published in the Financial Review on 28 January 2021. Rejoicing at the indexation of the transfer balance cap from July 1 because you’ll get more in tax-free pension phase? How […]

Why SMSF trustees need to remain alert in 2021

First published in the Financial Review on 29 December 2020. On the radar are auditing changes, higher tax-free thresholds, increased contribution caps and an ATO crackdown on investment strategies. While thankfully […]

The optimal size for SMSFs when it comes to costs

First published in the Financial Review on 04 December 2020. Funds with balances of $200,000 or more are cost competitive with industry and retail superannuation funds and those with balances of $500,000 […]

New data shows true cost of running your own super fund

First published in the Sydney Morning Herald on 10 November 2020 Eight out of 10 Self-Managed Super Fund (SMSF) trustees believe the cost of running their own fund represents good value for […]

SMSF trustee guide to navigating way through pandemic

First published in the Financial Review on 06 November 2020. With COVID-19 having moved the goal posts even more dramatically than the GFC, failure to keep up with the changes will be […]

Featured content | Consequences of US presidential election

Content provided by MLC The upcoming US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy and market […]

How a six-member SMSF could benefit you

First published in the Financial Review on 15 October 2020. Small businesses and families with pooled assets could find extra flexibility as well as lower fees by taking advantage of the relaxation […]

Providing scaled advice

It’s no secret the financial advice framework needs improvement. Year on year, the SMSF Association receives feedback on the need to take action to address the advice framework and to […]

Cap complexities make life difficult for SMSF trustees

First published in the Sydney Morning Herald on 08 September 2020. A growing number of Self-Managed Super Funds may end up paying higher tax than needed because they miscalculate their […]

Market linked pension commutations still in limbo

In late June this year, the industry was pleased to see amendments made to the calculation of a transfer balance debit that arises on the commutation of a pre 1 […]