Administering and ReportingPropertyUnderstanding SMSFs

Artwork in an SMSF

Written by Daniel Shaw, DFK Benjamin King Money, SMSF Specialist Advisor (SSA®) SMSFs have long held artwork as part of the trustee’s investment philosophy. However, legislation introduced in 2011, provides stricter rules for trustees to adhere to, when looking to invest in this asset class. The ATO considers artwork as a collectable and a personal…

InvestingProperty

Knowing how to read the cap rate essential for property investing

Content provided by Thinktank Written by Per Amundsen, Head of Research and Cullen Hughes CFO, Thinktank When self-managed super fund (SMSF) trustees consider acquiring commercial property, whether business or investment related, one of the terms they will consistently hear about is the “cap rate”, or capitalisation rate. The industry’s term for the net rental return…

InvestingProperty

Has the inflation genie escaped the bottle?

Written by Paul Miron, Managing Director, Msquared Capital For the past 40 years, inflation in the western world has not triggered any emotion…until now. Naturally, the question we must ask is: What exactly has caused the sudden panic, fear, and obsession with the subject of inflation? In central banks’ pursuit of taming inflation, we have seen…

InvestingProperty

SMSF sector is in healthy shape based on ATO numbers

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s a well-worn saying, “the devil is in the detail”. Only, in this instance, when it comes to the ATO’s self-managed super funds (SMSFs) statistics, the angel is in the detail. That’s the only conclusion that can be drawn from the regulator’s latest…

InvestingProperty

There’s still life in retail

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It was December 2021, after nearly two years of lockdown, that the Thinktank Monthly Report struck a slightly more optimistic note about the retail property sector. To quote: “Retail continues to be showing initial signs of recovery and indications of a turnaround as…

InvestingProperty

Investing during extreme uncertainty

Written by Paul Miron, Managing Director, Msquared Capital As we return to work after a Federal Election and the appointment of a new government, there still seems to be no end in sight regarding the war in Ukraine…not to mention an energy crisis, world food shortages, supply chain issues…COVID-19…and rising costs of living, with persistent high…

InvestingProperty

International Investing Webinar – Why beaten- up sectors are an interesting playground

Content provided by Forager Funds In the May International Shares Fund webinar, Forager’s Steve Johnson, Chloe Stokes and Harvey Migotti discuss a range of topics, including: The latest developments in global share markets; Fund performance and what’s new for the portfolio; and What beaten up sectors and stocks we’ve been keeping an eye on. Content…

InvestingProperty

Property – A reliable asset in uncertain times?

Written by Paul Miron, Managing Director, Msquared Capital Amidst a war in Eastern Europe, our central bank is grappling with the impacts of a rising cost of living, a severe energy crisis (not experienced since the 1970s), official inflation hitting 3.5%, and lastly, COVID-19 and its variant accomplices. This is not to mention the constant heartaches…

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SMSFs & Property series (Part 5): Owning property through a related unit trust with your SMSF

SMSF & Property Series: Part 5 Written by Mary Simmons, Technical Manager, SMSF Association In part 4 of our property series, we discussed how using a fixed unit trust can enable an SMSF to acquire real estate which the SMSF may not otherwise have sufficient funds to acquire itself. It can also assist in diversifying…

InvestingProperty

LRBAs have an excellent track record for lenders and borrowers – despite the constant carping by critics

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For a self-managed superannuation fund (SMSF) debt instrument that has, in most instances, delivered in spades for its various borrowers and lenders, Limited Recourse Borrowing Arrangements (LRBAs) have never been far from controversy since their inception in 2007. Whether it be an SME…