In last month’s edition, we talked about buy, hold or sell concepts and in fact that buy and sell decisions may be the result of two investors having a different perspective on the same investment; as one sees it as a buy and the other a sell, as logic suggests that for every seller, there…
July 16, 2021
When six is a crowd in an SMSF
Written by John Maroney, CEO, SMSF Association First published in Financial Review on 15 July 2021. Licensed by Copyright Agency. Large families may benefit from new rules allowing up to six members of a self-managed super fund, but broadening access can also lead to dysfunction. From July 1, self-managed superannuation funds are able to increase…
June 30, 2021
Issue 22: Is it a buy, hold or sell…or something else?
Many of us will be familiar with the concept of a stockbroker, fund manager or analyst making a call on a stock; as to whether an investor should sit on it, if they hold it, sell it or buy it. Sometimes these are run as sessions, such as at seminars or published in investor newsletters…
June 16, 2021
New super residency rules level the playing field for SMSF expats
Written by John Maroney, CEO, SMSF Association First published in Financial Review on 16 June 2021. Licensed by Copyright Agency. How overseas trustees of DIY super funds will benefit from the government decision to allow them to continue managing their fund for up to five years, rather than two. Self-managed super fund trustees, who make…
June 9, 2021
End-of-financial-year essentials for SMSF trustees
Written by John Maroney, CEO, SMSF Association First published in Brisbane Times on 08 June 2021. Licensed by Copyright Agency. As the end of the financial year approaches, it is a good time for trustees to do an annual check-up on their Self-Managed Super Fund. Here are five key issues to be aware of in…
May 31, 2021
Issue 21: What risks do I need to be aware of in my SMSF?
When we talk of risk in investing, we often think of things that maybe out of our direct control, such as ‘market risk’, which is the losses that may stem from adverse movements in markets. Who really saw the COVID-19 shock coming? There is also a range of other types of risk that may spring…
May 31, 2021
Women lead the charge into SMSF
First published in Financial Review on 31 May 2021. Licensed by Copyright Agency. Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control over their finances. Millennials and women are leading the way in the self-managed superannuation fund sector, the Australian Taxation Office’s (ATO) latest…
May 31, 2021
Cutting-edge technology puts investors in driver’s seat
First published in Financial Review on 31 May 2021. Licensed by Copyright Agency. Today’s investors have access to markets and trading opportunities which in the past were the exclusive domain of stockbrokers, bankers, and hedge funds. The SMSF sector has been at the cutting edge of self-directed investing technology for a number of years, says…
May 20, 2021
New ATO survey of SMSF trustees
Written by Mary Simmons, Technical Manager, SMSF Association With over 1 million Australians having made the decision to take control over their superannuation and set up an SMSF, the Australian Government has recognised the need to find out more about this population. To better understand what motivates you and who influences you, the Government has…
May 20, 2021
Budget delivers the bacon for self-funded retirees
Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 20 May 2021. Licensed by Copyright agency. The standouts are removing the work test for non-concessional contributions for those aged 67-74 and lowering the eligibility age from 65 to 60 for downsizer contributions. That the budget contained measures specifically designed to…