Category: News articles

Pandemic puts investors in charge

First published in the Australian Financial Review on 23 February 2021. In the three months to September 30 last year, the number of self managed superannuation funds increased 5530 as 5607 people […]

2021 National Conference Special Address | Danielle Press, Commissioner, ASIC

SMSF Association Virtual National Conference 2021  https://vimeo.com/514068291/c7ec9fa417 Danielle Press, Commissioner, Australian Securities and Investments Commission  

2021 National Conference Special Address | Chris Jordan, Commissioner of Taxation, ATO

SMSF Association Virtual National Conference 2021  I was very pleased to be invited to present at the SMSF Association National Conference 2021. The ATO’s strong partnership with the SMSF Association […]

2021 National Conference Special Address | Stephen Jones MP

SMSF Association Virtual National Conference 2021  https://vimeo.com/513141615/f81e04df9e View transcript It’s great to be with you again, and I’m really sorry that I can’t be there in person. It’s a tough […]

Lessons learnt by SMSF trustees during market meltdown

First published in the Sydney Morning Herald on 16 February 2021. To put it mildly, 2020 was a harrowing year for investors. For Self-Managed Super Fund trustees, many sitting on […]

2021 National Conference Special Address | Senator the Hon Jane Hume, Minister for Superannuation, Financial Services and the Digital Economy

SMSF Association Virtual National Conference 2021  https://vimeo.com/512739578/e9834f9d84 View transcript Thank you. It’s terrific to be joining you again. This conference is always a great way to start the year and […]

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 […]