Written by Guest Contributor – Ian Irvine While the results and final outcomes of last Saturday’s Federal Election are yet to be completed, it is certain that there will be changes to current policy settings and direction from the incoming ALP government. Before the election both the Coalition and ALP made it clear that they…

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…

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…

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…

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…

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…

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…

Written by Guest Contributor – Ian Irvine New research shows $200K can be a sufficient amount to commence and maintain your own SMSF. At that fund level, on average, SMSFs are competitive in returns and cost when compared to industry and retail funds. For many years, the level of assets; the value of investments held…