Category: News articles

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 […]

Research shows SMSFs continuing to diversify

First published in the Brisbane Times on 06 November 2019. It’s time to call a spade a shovel When the two latest controversies surrounding Self-Managed Super Funds (SMSFs) – single-asset […]

Do’s and don’ts of SMSF property investment

First published in the Financial Review on 10 October 2019. Direct property is an investment that self-managed superannuation fund (SMSF) trustees are likely to consider at some stage. In fact, […]

ATO gets tougher on SMSF investments

First published in the Financial Review on 12 September 2019.  The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as […]

Beware transfer balance cap strategies when it comes to death benefits

First published in the Financial Review on 15 August 2019.  Maximising your $1.6 million pension cap may backfire on your beneficiaries Strategies to work around the $1.6 million transfer balance cap (TBC) […]

The right way to use transition to retirement schemes

First published in the Financial Review on 19 July 2019. Given it is the beginning of the financial year and many are considering starting or continuing pensions, it is timely […]

How couples can even up their super balances

First published in the Financial Review on 23 May 2019. Are you like many households where there’s one much higher super balance and the other is lower? We outline why […]

A June checklist for SMSF trustees

First published in the Financial Review on 29 April 2019. With just a few months until the end of the financial year, now’s the time to be organising your DIY […]