NewsSMSF Insights

Why self-managed super funds are anxious about these 3 reforms

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 16 June 2022. Licensed by Copyright Agency.  The sector is anxiously waiting to see if the Labor government will proceed with some crucial changes that were in the pipeline before the election. The self-managed super fund (SMSF) sector is anxiously…

NewsSMSF Insights

What the new super rules mean for those aged 67-75

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 18 May 2022. Licensed by Copyright Agency.  From July 1, they will be able to contribute without having to meet the work test, but they need to watch out for contribution caps and tax deductions. For self-managed super fund trustees, July…

NewsSMSF Insights

Why poor SMSF planning will leave less for your heirs

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 27 April 2022. Licensed by Copyright Agency.  A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds, now numbering around 600,000 and with assets approaching $900 billion, estate planning has…

NewsSMSF Insights

Research report nails message – SMSFs need to further diversify

Opinion piece written by John Maroney, CEO, SMSF Association First published in Brisbane Times on 19 April 2022. Licensed by Copyright Agency.  The evidence is in: self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. This is the compelling finding of a comprehensive new research report entitled “understanding self-managed super…

NewsSMSF Insights

In conversation with the ATO: SMSFs & SuperStream Rollovers – Tips and Traps

In our newest ‘In Conversation with the ATO’ webinar recording, the SMSF Association’s Technical Manager, Mary Simmons sat down with Ian Morgan, Director – SuperStream Rollovers version 3 project from the Australian Taxation Office. Since 1 October 2021, it has been compulsory for all SMSFs to comply with the SuperStream data and payment standards for…

NewsSMSF Insights

SMSF investors too cautious to catch crypto bug

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 24 March 2022. Licensed by Copyright Agency.  Just 0.6 per cent of SMSFs held cryptocurrency in 2020 and the sector remains wary. Regulators would like to keep it that way. Self-managed super funds have not been immune to the appeal…

NewsSMSF Insights

It’s all in a name to protect SMSF assets

Opinion piece written by Tracey Scotchbrook, Policy Manager, SMSF Association First published in The West Australian 07 March 2022. Licensed by Copyright agency. It is essential that self-managed superannuation fund trustees make sure that all the accounts and investments are held in the right name. It sounds obvious, but simple oversights can prove costly. Included…

NewsSMSF Insights

Self-managed super sign-ups surge as costs and performance improve

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 23 February 2022. Licensed by Copyright Agency.  Self-managed super sign-ups surge as costs and performance improve After the global financial crisis (GFC) in 2008, many believed the appeal of self-managed super funds would diminish. Many also believed the investment turmoil…