In our September article on Understanding investment product structures, we started talking about investment product structures at a high level and last month we talked about which type of structure may suit you if you were to invest in an asset class, such as Australian equities, in our article creatively titled ‘Understanding investment product structures…
November 15, 2021
Spotlight Series: The differences between income and high yield trusts, and the importance of understanding different asset classes
Join Thinktank Business Development Manager – Investments, Lauren Ryan in this Spotlight interview to discover more about Thinktank’s services as a bespoke commercial and residential, non-bank lender. Plus, learn about different mortgage trust options (income and high yield trusts), and how these options may provide an opportunity for SMSF investors to create an alternate income…
November 9, 2021
SMSFs & Property series (Part 3): SMSFs and co-owning property with related parties – What you need to know
SMSF & Property Series: Part 3 Written by Mary Simmons, Technical Manager, SMSF Association In Part 1 of our property series, we explored the issues associated with SMSF trustees purchasing real property outright where sufficient wealth has been accumulated in the fund. However, with reduced contribution caps and members’ total superannuation balances limiting the future…
November 3, 2021
SMSF scam alert: how I was offered returns of 18-24pc
Opinion piece written by John Maroney, CEO, SMSF Association First published in Australian Financial Review on 03 November 2021. Licensed by Copyright Agency. An approach to SMSF Association chief John Maroney serves as a warning not only to DIY fund trustees but to all investors. The call came one late afternoon. At the other end…
November 1, 2021
Transition to retire tool is tax effective
Written by Tracey Scotchbrook, Policy Manager, SMSF Association First published in Your Money (The West Australian) on 1 November 2021. Licensed by Copyright Agency. The pathway to retirement is varied. It only depends on whether you are financially ready, but if you are mentally ready to step away from working life. But once the decision…
October 27, 2021
Issue 26: Understanding investment product structures (Part 2): Equities
In our September article on Understanding investment product structures, we finished up with a question around which type of structure may suit you if you were to invest in an asset class such as Australian equities. There is no one answer to this question, for any number of reasons; not in the least of which…
October 20, 2021
Spotlight Series: The rise of alternative lending and recent changes in investor behaviour
Join Zagga CEO & Co-Founder, Alan Greenstein in this Spotlight interview to hear how Zagga identified the opportunity for and created a space to provide SMSF investors with secured alternative investments, the importance of due diligence and risk assessment as well as Zagga’s history in numbers and how COVID-19 has impacted on investor behaviour. https://vimeo.com/636655021…
October 8, 2021
Who is the expert steering your SMSF?
Written by John Maroney, CEO, SMSF Association First published in Financial Review on 05 October 2021. Licensed by Copyright Agency. If you’re not across non-arm’s length expenditure rules or whether a six-member fund would suit you, it’s probably time you got specialist advice. While the Productivity Commission’s major report into super in 2018 focused on…
October 6, 2021
Spotlight Series: Discover the new Australian megatrend and 3 important things investors should do
We recently sat down with Paul Miron, Managing Director from Msquared Capital, who shared his insights on the growing megatrend in the Australian market, particularly with increased interest in non-bank lending, and how the global pandemic has solidified the need for investors to diversify their portfolios. Paul also explained how alternative asset classes can provide…
October 5, 2021
SMSFs & Property series (Part 2): Using SMSFs to borrow to invest in property: Weighing up the risks and benefits
SMSF & Property Series: Part 2 Written by Mary Simmons, Technical Manager, SMSF Association Investing in property through an SMSF continues to grow with commercial and residential properties representing the third most popular asset class for SMSFs. The growth in the value of property held by SMSFs reflects both new investments as well as the…