A strong Budget for SMSFs | 2021 – 2022 Federal Budget Summary

May 2021 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…

Your 2021 End of Financial Year (EOFY) Considerations

April 2021 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.…

Are Low Interest Rates a Risk to the Property Market and Economy?

April 2021 Content provided by Msquared Capital Article 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.…

Sizing up shares versus commercial property in the post Covid era

March 2021 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 resilient over…

Buyer beware when acquiring assets from a related party

March 2021 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…

Collectables and Personal use assets: Insurance myth busted

March 2021 Since 1 July 2011, the SIS Regulations require trustees of SMSFs to insure collectables and personal use assets owned by the fund – other than memberships of sporting or social clubs – in the name of the fund within seven days of acquiring the item.  The need to insure provides a protection mechanism…

Cost of Operating SMSFs 2020

November 2020 Our vision is to enable Australians to take greater control of their financial future through a sustainable Self Managed Super Fund (SMSF) community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny.  Further to this, we believe that…

Commercial property sectors faring better than expected, producing superior returns

March 2021 Written by Per Amundsen, Head of Research, Thinktank Amid perceptions of near-empty retail malls and reports of high-quality office  tenants preparing to sub lease huge swathes of space, investing in commercial property would not seem to be for the faint hearted. Sentiment, of course, has not been helped by pandemic lockdowns, while the…

Live webinar: Finding hidden value in volatile markets, And what we’ve learnt from February’s interim results season…

February 2021 Content provided by Magellan Asset Management Ltd This is an upcoming webinar from Magellan Asset Management, which you can register for using the button below. Date: 9 March 2021 Time: 11:30am (AEDT) Against a backdrop of heightened economic uncertainty and ever-falling interest rates, Australian investors have flocked to “quality”: paying higher multiples across the board…