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.…

4 reasons SMSF trustees should be tracking dividends

February 2021 Content provided by Sharesight Investing in dividend-paying stocks through an SMSF is a common strategy adopted by trustees, particularly when these dividends include franking credits that carry potential tax advantages. For SMSFs in the drawdown phase, dividend stocks can also be an attractive source of extra income in retirement. However, it is important…

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Issue 15: How did your SMSF portfolio survive reporting season?

September 2020 For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season, telling us a little more about how companies have fared during COVID-19 as results…

How I manage my SMSF with Sharesight

September 2020 Content provided by Sharesight Written by Andrew Bird, Chairman, Sharesight Managing your own super fund can seem like a daunting task, but using the right tools takes away the guesswork and allows you to focus on cultivating the best investment strategy to achieve your financial goals in retirement. At Sharesight, we get a…

Super Reference Guide

Updated July 2020 Gain an overview of the 2020/21 financial year contribution caps, eligibility, glossary of key terms and more with our handy Super Reference Guide.  It is a quick reference to help you and your self managed super fund step through the year with confidence. Click here to download the Super Reference Guide.  …

Your 2020 end of financial year (EOFY) considerations

June 2020 The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, you may still have difficult questions to ponder as you focus on how best to position your SMSF in 2020-21, as well as meet your fund’s annual regulatory obligations for…

Your Yearly SMSF Planner

Revised as at 10 June 2020 Managing your own super has many benefits, but it’s important to have a plan. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements.  Step through the year with confidence with your SMSF Yearly Planner, detailing what you need to address each…

3 common SMSF mistakes and how to avoid them

August 2019 Managing an SMSF can be difficult. However, with the right skillset, effective organisation and specialist advice, SMSFs can be a great vehicle to fund your retirement. Each year the Australian Tax Office (ATO) releases the most common mistakes that SMSF trustees make when administrating their SMSF. Unfortunately, these mistakes continually revolve around an…

Your new financial year SMSF health check

July 2019 With a new financial year beginning, it is a perfect time to review your SMSF and give it a clean bill of health for the upcoming 12 months. The following list provides a series of considerations that you and your SMSF Specialist Adviser should review. 1. Take stock of your SMSF investment return…