News

ATO firms up SMSF non-arm’s-length rules

June 2020 Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association Published in The Financial Review (Licensed by Copyright Agency) on 18 June 2020 New guidelines for self-managed superannuation funds from the Australian Taxation Office could have important implications for SMSFs that, under normal commercial arrangements, could be…

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…

News

Cash proves king for SMSFs in COVID-19 slump

June 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Sydney Morning Herald (Licensed by Copyright Agency) on 09 June 2020 One of the benefits of saving for retirement through a self-managed super fund is that when you need to respond quickly to changing economic or market conditions that could hurt…

News

Here’s an end-of-year guide for SMSF trustees

May 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review (Licensed by Copyright Agency) on 21 May 2020 COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here are some tips. For self-managed superannuation fund (SMSF) trustees, the end of any…

InvestingNews

SMSF liquidity lessons learnt from the pandemic

May 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association Sometimes it is true that you don’t know what you’ve got. Till it’s gone Music aficionados will recognise that line from Joni Mitchell’s 1970s hit Big Yellow Taxi. There will be many lessons we learn from the COVID-19 pandemic…

Dividends, growth and capital – Your COVID-19 considerations

May 2020 Written by Franco Morelli, Policy Manager, SMSF Association In August 2019, when the ATO wrote to nearly 18,000 SMSF trustees about portfolio diversification, many in the industry thought the regulator was overstepping the mark. Now the ATO looks like a prophet. As the SMSF Association conveyed at the time, the ATO was not…

InvestingNews

Be aware of biases

April 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association As the curve continues to flatten and as states around Australia begin to ease lockdown restrictions, many might be wondering what life will look like “on the other side” of the COVID-19 crisis. Restarting economies after they have…

News

Webinar series: COVID-19 in discussions with the ATO

April 2020 In this 3-part webinar series, Peter Hogan, Head of Technical, SMSF Association speaks with Steven Keating, Director, SMSF Client Experience – SMSF Segment, from the Australian Taxation Office on the ways the ATO is supporting SMSF trustees during the COVID-19 pandemic, and important measures to be aware of.  These important measures include: Temporary…