Articles

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…

Alternative investmentsInvesting

Why is gold often regarded as money?

Content provided by The Perth Mint In his testimony before Congress in 1912, American financier and investment banker J.P. Morgan stated, “Gold is money. Everything else is credit.” In this article we look at the definition of money and discuss why it is that many still regard gold as ‘real’ money. According to the classic definition, money…