Issue 29: What will 2022 bring for your SMSF?

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Issue 29: What will 2022 bring for your SMSF?

Welcome to 2022!

For some, the beginning of a new year is a time to start anew, to plan ahead or make resolutions for the new year.

So here are some of the things that I have picked up on as I, like you no doubt, have been receiving a lot of ‘information’ in our inboxes about what to look out for in 2022, what stocks will perform, which stocks will not and which of the ‘dogs’ of 2021, will be ‘darlings’ of 2022.

It’s important to remember to look at both sides of the issue; its pros and cons as sometimes the same issue can have different outcomes for different investors. If you like, looking for the positives from what may be presented as negatives.

As a starting point, in formulating your thoughts, you may find it useful to first ask, ‘Will this still be a topic of concern or conversation this time next year?’ If the response is ‘no’, then ‘Will it go away or will it have to be dealt with now?’

In this way, you are already starting to build your priority list to work through.

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Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.

Ian Irvine - Guest Contributor

Ian has been a keen investor for over 40 years and can draw on his experiences from both investing on his own behalf and also having worked in financial services for more than 30 years. Over this time, he has seen many changes that impact investors’ attitudes to in what and how they invest.

He started his career in what is now referred to as fast moving consumer goods (FMCG) or grocery, working for an Australian margarine manufacturer. In 1986, he was recruited to Westpac around the time of deregulation of the sector, where he spent 10 years before taking a role at AMP and then with ASX for 14 years up to the end of 2017. He continues to be involved with ASX; working on their educational programs.

In 1996, he and his wife established their own SMSF and again the experience and lessons learned regarding managing an SMSF over the years have provided him with many insights and ideas. He enjoys sharing these with others where these are helpful and always suggest that if an investor or SMSF trustee is unsure, that they should seek appropriate advice from a licenced professional.

Ian holds a B. Com (UNSW), and lives in Sydney and enjoys travelling to and meeting investors and SMSF trustee at the educational events with which he has involvement with from time to time.