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The SMSF Association’s COVID-19 response

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…

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ATO firms up SMSF non-arm’s-length rules

June 2020 Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association Published in The Financial Review (Licensed by Copyright Agency) on 18 June 2020 New guidelines for self-managed superannuation funds from the Australian Taxation Office could have important implications for SMSFs that, under normal commercial arrangements, could be…

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Cash proves king for SMSFs in COVID-19 slump

June 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Sydney Morning Herald (Licensed by Copyright Agency) on 09 June 2020 One of the benefits of saving for retirement through a self-managed super fund is that when you need to respond quickly to changing economic or market conditions that could hurt…

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Here’s an end-of-year guide for SMSF trustees

May 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review (Licensed by Copyright Agency) on 21 May 2020 COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here are some tips. For self-managed superannuation fund (SMSF) trustees, the end of any…

InvestingNews

SMSF liquidity lessons learnt from the pandemic

May 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association Sometimes it is true that you don’t know what you’ve got. Till it’s gone Music aficionados will recognise that line from Joni Mitchell’s 1970s hit Big Yellow Taxi. There will be many lessons we learn from the COVID-19 pandemic…

InvestingNews

Be aware of biases

April 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association As the curve continues to flatten and as states around Australia begin to ease lockdown restrictions, many might be wondering what life will look like “on the other side” of the COVID-19 crisis. Restarting economies after they have…

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Webinar series: COVID-19 in discussions with the ATO

April 2020 In this 3-part webinar series, Peter Hogan, Head of Technical, SMSF Association speaks with Steven Keating, Director, SMSF Client Experience – SMSF Segment, from the Australian Taxation Office on the ways the ATO is supporting SMSF trustees during the COVID-19 pandemic, and important measures to be aware of.  These important measures include: Temporary…

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Issue 10: Time to review, take stock and plan ahead

April 2020 Hello again and thank you for joining in once more. Again, I trust that you and family and your friends and colleagues are all well given the difficult circumstances in which we all find ourselves. In our last instalment, while it focused on rebalancing portfolios, we also touched on the need to remain…

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Do’s and don’ts of repositioning your SMSF portfolio

April 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review  on 23 April 2020 Given COVID-19 volatility, trustees should be revisiting the objectives they have set for their long-term retirement savings as well as the investments. One of the many benefits of using a self-managed superannuation fund (SMSF) for…