Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Residential housing is an asset class that has growing appeal to self-managed super fund (SMSF) trustees. At 30 June 2015, they held $23.1 billion in this asset class, a number that had increased 69 per cent to $39.1 billion at 30 June 2020,…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The numbers around Limited Recourse Borrowing Arrangements (LRBAs), the borrowing instrument that took effect in 2006 to allow self-managed super funds (SMSFs) access to leverage, can easily – and sometimes deliberately – be misinterpreted.  Let us cite two examples. In December 2014,…
Content provided by Primewest Group Investor Relations Unlisted Trusts offer investors the opportunity of investing in various commercial properties eg. Office buildings, Shopping centres, large format retail, Agriculture, tourism, industrial/logistics etc. Unlisted trusts give investors the ability to invest in this type of asset without the large costs involved in purchasing these assets. Typically the…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank If there has been a common refrain from critics of Limited Recourse Borrowing Arrangements (LRBAs) since their inception in September 2007, it’s that self-managed super funds (SMSFs) using this debt instrument could be fatally exposed in economic or financial crises. Yet 13 years…
Content provided by Thinktank For self-managed super fund (SMSF) trustees, industrial property has been the flavour of the property market for the past few years – and there’s every likelihood that this state of affairs is not going to end any time soon. In 2018, this asset class outperformed the retail and office sectors, notching…
Content provided by Thinktank The commercial property market, especially in Sydney and Melbourne, remains an attractive opportunity for self-managed super fund (SMSF) trustees in 2020. A record low interest rate environment, a robust demand for office space (CBD and suburban) and strong overseas interest in this market will continue to foster its growth. It’s not…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s entirely in keeping for former Labor Treasurer and Prime Minister Paul Keating to call a spade a shovel. In an interview to celebrate 50 years since he was elected to Parliament in 1969, he said monetary policy (cutting interest rates) had run…
Written by Peter Hogan, Head of Education and Technical, SMSF Association Investing for your retirement can present you with a wide range of investment opportunities to choose from. As a trustee and member of your SMSF, you need to make informed choices not only about the blend of different asset classes that will make up…
No, you do not need to get an independent property valuation each and every year but it is highly recommended that a recent and relevant one has been obtained in the last 3 years. Your property still must be valued at market value each year by the trustees, which should give reference to any independent…
February 2017 The Australian Taxation Office (ATO) revealed there are close to 600,000 SMSF funds in Australia, making it the fastest growing superannuation sector. Reportedly, residential property holdings within SMSFs increased by 2.7 per cent in the quarter to March 2016, from $ 607.1 to $621.7 billion. Managing a SMSF is not for everyone, but…