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NewsSMSF Insights

Research report nails message – SMSFs need to further diversify

Opinion piece written by John Maroney, CEO, SMSF Association First published in Brisbane Times on 19 April 2022. Licensed by Copyright Agency.  The evidence is in: self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. This is the compelling finding of a comprehensive new research report entitled “understanding self-managed super…

NewsSMSF Insights

In conversation with the ATO: SMSFs & SuperStream Rollovers – Tips and Traps

In our newest ‘In Conversation with the ATO’ webinar recording, the SMSF Association’s Technical Manager, Mary Simmons sat down with Ian Morgan, Director – SuperStream Rollovers version 3 project from the Australian Taxation Office. Since 1 October 2021, it has been compulsory for all SMSFs to comply with the SuperStream data and payment standards for…

NewsSMSF Insights

SMSF investors too cautious to catch crypto bug

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 24 March 2022. Licensed by Copyright Agency.  Just 0.6 per cent of SMSFs held cryptocurrency in 2020 and the sector remains wary. Regulators would like to keep it that way. Self-managed super funds have not been immune to the appeal…

Alternative investmentsDiversificationInvestingNewsPortfolio Construction

Issue 31: The value of advice and a trusted adviser – Part 1

Next month following the Easter break, close to 1000 SMSF professionals will gather in Adelaide over two and a half days to attend the SMSF Association National Conference. Those attending will cover the spectrum of the SMSF and investment industry including those that are involved in providing investment and insurance advice, accounting support along with…

NewsSMSF Insights

It’s all in a name to protect SMSF assets

Opinion piece written by Tracey Scotchbrook, Policy Manager, SMSF Association First published in The West Australian 07 March 2022. Licensed by Copyright agency. It is essential that self-managed superannuation fund trustees make sure that all the accounts and investments are held in the right name. It sounds obvious, but simple oversights can prove costly. Included…

Alternative investmentsDiversificationFixed Interest and BondsInvestingNewsPortfolio Construction

Issue 30: Share market volatility, what’s driving it and is now the time to adjust your SMSF’s investment strategy?

In last month’s article – ‘What will 2022 bring for your SMSF?’, we looked at what may be on the cards for this coming year. No predictions, just a number of observations at a high level. On our list was share market volatility and a range of potential drivers that could see it continue following…

NewsSMSF Insights

Self-managed super sign-ups surge as costs and performance improve

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 23 February 2022. Licensed by Copyright Agency.  Self-managed super sign-ups surge as costs and performance improve After the global financial crisis (GFC) in 2008, many believed the appeal of self-managed super funds would diminish. Many also believed the investment turmoil…

NewsSMSF Insights

How much do you need to start a Self-Managed Super Fund?

Written by Guest Contributor – Ian Irvine New research shows $200K can be a sufficient amount to commence and maintain your own SMSF. At that fund level, on average, SMSFs are competitive in returns and cost when compared to industry and retail funds. For many years, the level of assets; the value of investments held…

NewsSMSF Insights

Common SMSF trustee mistakes that will trigger ATO action

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 27 January 2022. Licensed by Copyright Agency.  The Australian Taxation Office takes a dim view of non-compliance – penalties range from fines to freezing the fund’s assets. While most self-managed super fund trustees don’t need to be reminded of the…