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How to prepare your SMSF for end of financial year in light of COVID-19

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Dividends, growth and capital - Your COVID-19 considerations

In August 2019, when the ATO wrote to nearly 18,000 SMSF trustees about portfolio diversification, many in the industry thought the regulator was overstepping the mark. Now the ATO looks like a prophet.

As the SMSF Association conveyed at the time, the ATO was not trying to dictate how SMSFs should invest, but to simply ensure that SMSF trustees were aware of their legal obligations to have understood and documented how their investment strategy suited their retirement goals, and had considered the risks associated with inadequate diversification, liquidity of investments and the risk and return of their portfolios.

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Cash proves king for SMSFs in COVID-19 slump

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Issue 11: Portfolio repair to your SMSF following market disruption

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COVID-19: How we are supporting you

The SMSF Association as a priority is actively monitoring the economic uncertainty resulting from COVID-19. We will be providing further updates as they are announced in conjunction with SMSF resources to help you navigate the challenges ahead.

We have prepared a range of resources that will help you understand the Government’s latest announcements and measures including:

A short webinar on the direct effects COVID-19 may have on your SMSF
An article detailing the early release of superannuation
A FAQ and a summary document that comprehensively covers everything you need to know about COVID-19 and your SMSF
plus much more.

Please join our free community to ensure you are kept up to date with the latest announcements and SMSF resources to help you through the unpredictable times ahead.