Updated as of 22 April 2020 The SMSF Association as a priority is actively monitoring the economic uncertainty resulting from COVID-19. We will provide updates as they are announced in conjunction with SMSF resources to help you navigate the challenges ahead. The latest updates on this page include ASIC’s relief measures announcement and resource, LRBA…
October 2021 Join Zagga CEO & Co-Founder, Alan Greenstein in this Spotlight interview to hear how Zagga identified the opportunity for and created a space to provide SMSF investors with secured alternative investments, the importance of due diligence and risk assessment as well as Zagga’s history in numbers and how COVID-19 has impacted on investor…
October 2021 Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 5 October 2021. Licensed by Copyright Agency. If you’re not across non-arm’s length expenditure rules or whether a six-member fund would suit you, it’s probably time you got specialist advice. While the Productivity Commission’s major report into super…
October 2021 We recently sat down with Paul Miron, Managing Director from Msquared Capital, who shared his insights on the growing megatrend in the Australian market, particularly with increased interest in non-bank lending, and how the global pandemic has solidified the need for investors to diversify their portfolios. Paul also explained how alternative asset classes…
September 2021 SMSF & Property series: Part 2 Written by Mary Simmons, Technical Manager, SMSF Association Investing in property through an SMSF continues to grow with commercial and residential properties representing the third most popular asset class for SMSFs. The growth in the value of property held by SMSFs reflects both new investments as well…
September 2021 Reflecting on the history of the ASX, may seem an unusual way to start a discussion on investment product structures, however the history of ASX has also been transformational in delivering the range of investment products ASX now offers Australian investors. Once, the primary reason sharemarkets existed was to facilitate the formation of…
September 2021 We recently sat down with Ray Trevisan, Director and Fund Manager, from OTG Capital, who shared his insights on mortgage and asset-backed investments in the fixed income space and the importance of financial education. Ray shared his thoughts on how the markets, particularly the property market, are responding in this pandemic era as well as…
September 2021 First published in The Advertiser on Monday 13 September 2021. Licensed by Copyright Agency. The use of self-managed superannuation for property investment and family savings is tipped to rise. But is it right for you? Nobody wants to pay a $150,000-plus tax bill if they can avoid it. But this is becoming increasingly common…
September 2021 Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association First published in The Financial Review on 8 September 2021. Licensed by Copyright Agency. Recent ATO changes mean big tax penalties when you provide services to your DIY fund but don’t charge in full. For self-managed super fund…
September 2021 SMSF & Property series: Part 1 Written by Mary Simmons, Technical Manager, SMSF Association SMSF trustees’ love of property remains steady, with ATO statistics over the years confirming that residential and commercial property make up about 15% of all SMSF assets. This has been the case consistently over many years, even though the…
August 2021 There is no question that investment returns this financial year have been extremely strong. In the early weeks of the new financial year, equity markets have set and reset records and of course there is plenty of commentary around why markets and certain sectors could continue to perform strongly as well as why…
Mailing Address
PO Box 3296
Rundle Mall SA 5000
Enjoy the control and flexibility that comes with managing your own super.