Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital The end of financial year normally marks an annual ritual of self-assessment of one’s investment portfolio performance relative to the market as well as creating financial goals for the next 12 months. A key takeaway from living through the extraordinary circumstances due…
June 10, 2021
Is your SMSF EOFY ready?
With the end of the financial year fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before 30 June. The following are some matters that you might want to know more about, particularly if you have taken advantage of some of the COVID-19…
June 7, 2021
Prudent LRBA lending can benefit SMSF trustees
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Since Limited Recourse Borrowing Arrangements (LRBAs) took effect in 2007, they have never been far from controversy. First, the Cooper Review put them under the microscope in its 2010 final report, suggesting future scrutiny without calling for an outright ban. Four years later,…
May 18, 2021
Zagga rated ‘Superior’ by SQM
Content provided by Zagga Independent ratings house, SQM Research (SQM) has awarded a Four-star ‘Superior’ investment grade rating to the Zagga Investments Lending Trust, managed by Zagga Investments Pty Limited (Zagga). This rating means that the Zagga Feeder Fund is considered to be of a High Investment Grade – Suitable for inclusion on most APLs.…
May 11, 2021
A strong Budget for SMSFs | 2021 – 2022 Federal Budget Summary
Written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association As expected, the 2021-2022 Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, after a few quiet Budgets, there were some welcome surprises for the SMSF investors in this year’s Federal Budget. The following…
April 28, 2021
Contributing the proceeds of your house sale to super – Downsizing rules explained
Update as of 19 May 2021 From 1 July 2022, the eligibility age to be able to make a downsizer contribution reduces from 65 to 60 years old. There are no other changes to the remaining eligibility criteria. The 2017 Federal Budget contained a downsizing measure that allows individuals aged 65 or over to make…
April 22, 2021
Your 2021 End of Financial Year (EOFY) Considerations
The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. With the worst of the pandemic hopefully behind us, you may still have difficult questions to ponder as you focus on how best to position your SMSF in 2021-22, as well as meet your fund’s annual regulatory obligations for 2020-21. If there…
April 9, 2021
Are Low Interest Rates a Risk to the Property Market and Economy?
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital It is to the astonishment of most economists, politicians and property experts that we are experiencing an extraordinary V shape recovery. This week’s fundamental economic good news is that the unemployment rate has fallen to 5.8%, smashing everyone’s expectations. The property market…
March 26, 2021
Sizing up shares versus commercial property in the post Covid era
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Rather like those old bar room debates between Holden and Ford enthusiasts, strongly held opinions prevail on either side of the equities versus commercial property investment debate. Although advocates of equities enjoy bragging rights with recent relative performance, commercial property has proved extremely…
March 18, 2021
Buyer beware when acquiring assets from a related party
The unforeseen, and rapid onset of the COVID-19 pandemic may have caught some individuals by surprise, especially if working hours were reduced or their income earning capacity was negatively impacted. For those individuals who have met the required conditions to release money from their SMSF, they may opt to increase pension drawdowns or access a…