June 2021 With the end of the financial year fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before 30 June. The following are some matters that you might want to know more about, particularly if you have taken advantage of some of…
Prudent LRBA lending can benefit SMSF trustees
June 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Since Limited Recourse Borrowing Arrangements (LRBAs) took effect in 2007, they have never been far from controversy. First, the Cooper Review put them under the microscope in its 2010 final report, suggesting future scrutiny without calling for an outright ban. Four…
May 31, 2021
Issue 21: What risks do I need to be aware of in my SMSF?
May 2021 When we talk of risk in investing, we often think of things that maybe out of our direct control, such as ‘market risk’, which is the losses that may stem from adverse movements in markets. Who really saw the COVID-19 shock coming? There is also a range of other types of risk that may spring…
How SMSF trustees can get EOFY-ready
May 2021 Content provided by Sharesight With the end of the financial year coming up, now is the time for SMSF trustees to take stock of their assets and get their records in order for their tax return. There are a number of strict requirements for SMSFs at tax time, which can be overwhelming and…
Zagga rated ‘Superior’ by SQM
May 2021 Content provided by Zagga Independent ratings house, SQM Research (SQM) has awarded a Four-star ‘Superior’ investment grade rating to the Zagga Investments Lending Trust, managed by Zagga Investments Pty Limited (Zagga). This rating means that the Zagga Feeder Fund is considered to be of a High Investment Grade – Suitable for inclusion on…
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…
April 30, 2021
Issue 20: What a difference a year makes…or does it?
April 2021 Hindsight is an amazing thing, so let’s use a little and reflect on the past 12 months. At the end of March a year ago, we did not know that it marked the beginning of an unexpected and relatively speedy recovery in financial markets as measured by key indices. At that time, there…
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.…
March 31, 2021
Issue 19: Don’t let moving from four to six members overcrowd your SMSF investment objectives.
March 2021 As the legislation to allow the number of SMSF members to increase from four to six makes its way through The Parliament, now may be the time for SMSF trustees to consider the benefits and any downside to increasing the number of members in their funds. While the number of members in the…
