Podcast: SMSF strategies, benefits and traps you need to know

Investment EducationSMSF InsightsUnderstanding SMSFs

Podcast: SMSF strategies, benefits and traps you need to know

Self-managed superannuation funds make up 30% of the $2.3 trillion total superannuation pool and there are more than 1.1 million SMSF members, according to the Australian Taxation Office.

From gearing to renting out vintage wedding cars, SMSFs offer investors the ability to deploy a wide variety of investment strategies and the structure provides various tax and other benefits. However, investors need to understand the complexities and obligations involved in running an SMSF.

In this episode of Your Wealth, Gemma Dale talks to Peter Hogan, Head of Education and Technical at the SMSF Association, about:

  • Investment strategies available to SMSFs,
  • The proposed change to the maximum number of SMSF trustees and members,
  • What to be cautious of when borrowing inside an SMSF,
  • In specie transfers and contributions, and
  • How SMSFs can be used to introduce kids to investing.

This podcast was first published by nabtrade and can also be found here. 

Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.