Articles

Investment EducationUnderstanding SMSFs

SMSF establishment and the first 6 months

Webinar provided by SuperConcepts Establishing and running an SMSF is an important financial decision so, to ensure you’re prepared, tune in to this session hosted by SuperConcepts. Learn more about the basics of SMSFs including fund establishment, structures, investment strategies and accepting contributions and paying benefits. Learn more about how to establish an SMSF on…

Administering and ReportingPropertyUnderstanding SMSFs

Artwork in an SMSF

Written by Daniel Shaw, DFK Benjamin King Money, SMSF Specialist Advisor (SSA®) SMSFs have long held artwork as part of the trustee’s investment philosophy. However, legislation introduced in 2011, provides stricter rules for trustees to adhere to, when looking to invest in this asset class. The ATO considers artwork as a collectable and a personal…

News

Certainty on SMSF Policy Positions | October 2022-23 Federal Budget Summary

Written by Tracey Scotchbrook, Policy Manager, SMSF Association This October Budget is the second Federal Budget for 2022 and the first by the Albanese Government.   As expected the 2022-2023 October Federal Budget has focused, on families, education, health and aged care, energy and affordable housing. From an SMSF perspective it is a relatively quiet Budget with some…

InvestingInvesting InsightsInvestment Funds

Did Active Managers Find Opportunities to Outperform? Mid-End SPIVA® Australia 2022 report

Content provided by S&P Dow Jones Indices The latest Australian edition, the SPIVA Australia Mid-Year 2022 Scorecard, provides a number of interesting insights about the performance of active versus passive across active fund categories. Although the long-term performance statistics remain grim reading for fund selectors, the first half of 2022 contained some bright spots for…

InvestingProperty

Knowing how to read the cap rate essential for property investing

Content provided by Thinktank Written by Per Amundsen, Head of Research and Cullen Hughes CFO, Thinktank When self-managed super fund (SMSF) trustees consider acquiring commercial property, whether business or investment related, one of the terms they will consistently hear about is the “cap rate”, or capitalisation rate. The industry’s term for the net rental return…

Administering and ReportingSetting up an SMSFUnderstanding SMSFs

Time is running out to apply for a Director Identification Number (director ID)

You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). It is a unique 15-digit identifier that directors apply for once and keep forever.  The following provides some useful further information.  If, after reading this document, there is anything that you are unsure…