Category: News articles

ATO provides clarity on treatment of excess pension payments

For administrative ease, where members opt to take withdrawals in excess of their minimum pension as a lump sum, it is an acceptable industry wide practice, for members to have […]

Time to open up infrastructure investment to SMSFs

First published in the Financial Review on 12 August 2020. Its risk-return profile, capital growth, steady income and, in some instances, low risk, dovetail with self-managed superannuation fund income goals. […]

Raise disclosure to end ‘unfair’ capital raising regime

First published in the Financial Review on 18 July 2020.  Self-managed super trustees who have missed out on the recent spate of attractive capital raisings in the wake of the […]

Limited relief for Limited Recourse Borrowing Arrangements (LRBAs)

Since the ability for SMSFs to borrow to purchase an asset was introduced in 2007, LRBAs continue to represent a relatively low proportion of overall SMSF assets. The latest ATO […]

Lesser known change, and an unfortunate delay, leave their mark

There were several important bills passed during the June 2020 parliamentary sitting, none more so than the bill that provides a much needed 12 months extension for financial advisers to […]

Don’t overload new NALI rules

The ATO has released Practical Compliance Guideline PCG 2020/5 which explains their compliance approach in respect of applying the non-arm’s length income (NALI) provisions to non-arm’s length expenditure. This Guideline […]

Here’s an end-of-year guide for SMSF trustees

First published in The Sydney Morning Herald on 09 June 2020. One of the benefits of saving for retirement through a self-managed super fund is that when you need to […]

Here’s an end-of-year guide for SMSF trustees

First published in the Financial Review on 21 May 2020. COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here […]

Do’s and don’ts of repositioning your SMSF portfolio

First published in the Financial Review on 23 April 2020 Given COVID-19 volatility, trustees should be revisiting the objectives they have set for their long-term retirement savings as well as […]

Catch-up concessional super contributions a valuable asset

April 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Sydney Morning Herald on 14 April 2020 Uncertain economic factors and turbulent sharemarkets as the coronavirus […]