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NewsSMSF Insights

The Dos and Don’ts of Your SMSF Property Investment

Written by Neil Sparks, Head of Membership & Corporate Development, SMSF Association First published in Eureka Report 12 September. Licensed by Copyright Agency.  Neil Sparks, head of membership & corporate development at the SMSF Association, lists all the things you can’t do with property when you have an SMSF – and it’s a long list.…

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The importance of getting the details right at tax time

Written by Fabian Bussoletti, Technical Manager, SMSF Association As many individuals start to turn their minds toward meeting their tax time obligations, a recently published Administrative Appeals Tribunal (AAT) case highlights the strict application of the Notice of Intent (NOI) requirements when claiming a tax deduction for personal superannuation contributions – and the importance of…

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How family super funds can boost wealth

Opinion piece written by Peter Burgess, CEO, SMSF Association First published in Financial Review 6 September 2023. Licensed by Copyright Agency.  New rules that allow SMSFs six members rather than just four offer opportunities for transferring assets to the next generation, as well as boosting contributions. There is little doubt significant demographic and cultural change…

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Issue 48 – Buying and selling shares but not using a stockbroker?

The recently released ASX Australian Investor Study 2023 confirms what many of us know; Australia is a nation of investors with 10.2 million (51%) of the adult population holding investments outside their home and super. When it comes to how investments are accessed and held, 7.7 million or 75% of those investors choose on-exchange investments…

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Considering an SMSF? It’s About Choice & Control

Written by Neil Sparks, Head of Membership & Corporate Development, SMSF Association First published in Eureka Report 22 August. Licensed by Copyright Agency. Neil Sparks, head of membership & corporate development at the SMSF Association, the peak national body for the industry, examines the reasons why younger groups are opting to establish SMSFs – and…

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How a family misfortune could push you over new $3m cap

Opinion piece written by Tracey Scotchbrook, Head of Policy & Advocacy, SMSF Association First published in Financial Review 09 August 2023. Licensed by Copyright Agency.  Even couples well below the new proposed threshold could face an extra 15 per cent tax thanks to an insurance payout in tough times. There has been much talk about…

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Issue 47 – Growing numbers of women and the younger generation seeing the value in investing in their own financial literacy

Well it’s the start of another financial year and there is plenty on the horizon to keep investors focused on the economy, their investments and super. None of this is surprising following what has been more than a year of rising interest rates, upward spiralling inflation and the cost of just about everything going up,…

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Trustees trapped in nightmare of new expense rules

Opinion piece written by Peter Burgess, CEO, SMSF Association First published in Financial Review 13 July 2023. Licensed by Copyright Agency.  What is being forgotten is that the goal behind the change was to target SMSFs that enter borrowing arrangements with related parties on non-arm’s-length terms. New non-arm’s-length expense (NALE) rules have become an administrative…