Investment EducationUnderstanding SMSFs

SMSF establishment and the first 6 months

Webinar provided by SuperConcepts Establishing and running an SMSF is an important financial decision so, to ensure you’re prepared, tune in to this session hosted by SuperConcepts. Learn more about the basics of SMSFs including fund establishment, structures, investment strategies and accepting contributions and paying benefits. Learn more about how to establish an SMSF on…

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…

Administering and ReportingSetting up an SMSFUnderstanding SMSFs

Time is running out to apply for a Director Identification Number (director ID)

You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). It is a unique 15-digit identifier that directors apply for once and keep forever.  The following provides some useful further information.  If, after reading this document, there is anything that you are unsure…

Administering and ReportingNewsPaying BenefitsUnderstanding SMSFs

2022-23 Federal Budget Summary – A quiet night for SMSFs

Written by Tracey Scotchbrook, Policy Manager, SMSF Association As expected, the 2022-2023 Federal Budget has a strong emphasis on cost-of-living relief, job growth and women’s security. From an SMSF (and superannuation perspective) this year’s Federal Budget was a quiet one, and saw continued stability for SMSF trustees. The following is a brief summary of the…

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Academic Paper | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Research Summary | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Fact Sheet | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…