Category: News articles

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 […]

When you should close your SMSF

First published in the Financial Review on 05 March 2020. The five ‘trigger’ situations include insufficient funds, declining mental or physical capacity, death, lack of time to oversee a fund […]

SMSF trustees need simpler, cheaper regulation

First published in the Financial Review on 01 February 2020. Looking for straightforward advice and getting tied up in paperwork or high fees? Why it’s time for change There is […]

LRBAs valuable asset for SMSFs in accumulation phase

First published in the Financial Review on 15 January 2020. Self-managed super funds (SMSFs) have always attracted their share of critics; lack of investment acumen and excessive costs are just […]

SMSF alert on potential to lose tax breaks

First published in the Financial Review on 04 January 2020. DIY super fund trustees need to be aware of new legislation relating to a fund’s expenditure and income. Some self-managed superannuation […]

The do’s and don’ts of property investing for SMSFs

First published in the Financial Review on 04 December 2019. Self Managed Super Fund trustees are no different to many other Australians – they relish the opportunity to invest in […]

New FASEA code could spell trouble for SMSF trustees

First published in the Financial Review on 29 November 2019.  Changed adviser rules could lead to self-managed superannuation funds missing out on valuable advice. Changed adviser rules could lead to […]

Typical SMSF costs ‘less than $5000’ a year to run

First published in the Financial Review on 06 November 2019. Software providers to DIY funds say annual operating costs are much lower than the $13,900 cited by ASIC. What does […]