In our last instalment, we took a look at reporting season and asked how your SMSF portfolio survived? In that instalment, we looked at how there may be a two-tier reporting outcome for companies and sectors with some doing well and others not so well; introducing the concept of the ‘K’ shaped outcome. By now…
News
October 16, 2020
How a six-member SMSF could benefit you
Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 15 October 2020. Licensed by Copyright Agency. Small businesses and families with pooled assets could find extra flexibility as well as lower fees by taking advantage of the relaxation of the size limit. The federal government has introduced legislation…
October 6, 2020
The SMSF Association’s 2020-2021 Federal Budget Summary
The Economic Recovery Plan for Australia is all about jobs The 2020-21 Federal Budget is all about jobs, jobs and jobs. COVID-19 has resulted in the most severe global economic crisis since the Great Depression. This Budget provides an additional $98 billion of response and recovery support under the COVID-19 Response Package and the JobMaker Plan.…
September 30, 2020
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Issue 15: How did your SMSF portfolio survive reporting season?
For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season telling us a little more about how companies have fared during COVID-19 as they report their…
August 30, 2020
Issue 14: Property and Infrastructure – do they fit into my SMSF?
Welcome to our second instalment for the new financial year. We continue to see markets, while volatile, trend up with equity markets in the USA reaching new highs. While in Australia we are seeing results season provide insight to how companies have fared through the pandemic. Some commentators are suggesting that markets may be running…
August 24, 2020
Managing withdrawals in excess of the reduced minimum pension drawdown
Written by Mary Simmons, Technical Manager, SMSF Association As you may be aware minimum pension payments for the previous financial year and the current financial year have been halved for account based pensions, including transition to retirement income streams and market linked pensions. The good news is that as a result of this change, you…
August 13, 2020
Time to open up infrastructure investment to SMSFs
Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 12 August 2020. Licensed by Copyright Agency. Its risk-return profile, capital growth, steady income and, in some instances, low risk, dovetail with self-managed superannuation fund income goals. Infrastructure has been earmarked by the federal and state governments to do much…
July 30, 2020
Issue 13: Revisiting the fundamentals of your SMSF investing
As I welcome you to the start of a new financial year, above all, I trust you, your family members, friends and colleagues are all in good health. Beyond your personal heath an important consideration for many at this time will be the health of their SMSF and its investment portfolio and I’m guessing that…
June 29, 2020
ATO firms up SMSF non-arm’s-length rules
Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association First published in The Financial Review on 18 June 2020. Licensed by Copyright Agency. 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 expected…
June 29, 2020
Issue 12: Are alternative assets right for your SMSF?
It’s hard to believe that this is the twelfth article in this series; even more so when we consider that when the first was written a year ago, we were in a very different investment environment. With the change in fortunes for markets over recent months, some investors and SMSF trustees may find it somewhat…