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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…

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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.…

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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.…

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The taxing problem of foreign pension transfers (Part 2)

Written by Tracey Scotchbrook, Policy Manager, SMSF Association In my previous article, ‘So you’re thinking about transferring your foreign pension fund to Australia‘, I highlighted some of the important things you need to consider before transferring your foreign pension funds to Australia. In this article I will explore the Australian income tax implications. Where a…

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So you’re thinking about transferring your foreign pension fund to Australia (Part 1)

Written by Tracey Scotchbrook, Policy Manager, SMSF Association For people who have previously lived and worked overseas they will likely have a foreign pension fund. It is understandable that there is a desire to consider transferring the proceeds of these pension funds into Australia. The reasons for doing so are varied but are often about…