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Do’s and don’ts of SMSF property investment

October 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian Financial Review on 10 October 2019 Direct property is an investment that self-managed superannuation fund (SMSF) trustees are likely to consider at some stage. In fact, direct property makes up about 15 per cent of all SMSF assets. This has…

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CEO Update | The Retirement Income Review

October 2019 In late September, the Treasurer announced a review into the retirement income system. This review was recommended by the Productivity Commission in its report ‘Superannuation: Assessing Efficiency and Competitiveness’ and comes 27 years after the establishment of compulsory superannuation. In the video below, SMSF Association CEO, John Maroney provides a short overview of…

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ATO gets tougher on SMSF investments

September 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian Financial Review on 12 September 2019 The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as part of a campaign to ensure trustees are aware of their investment obligations, particularly the need to consider…

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ATO scrutiny on SMSF Trustees re investment strategies

September 2019 The ATO in September 2019 have written to 18,000 SMSF trustees where they believe the Fund holds more than 90% of its investments in a single asset or in a single asset class. They are concerned that the Trustee’s investment strategy may not be in compliance with the Superannuation legislation.  In the letter…

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Inverse yield curve

September 2019 On 14 August, the three major US sharemarket indicators went into a tailspin; the Dow Jones Industrial Average was down 3.1 per cent, the S&P 500 2.4 per cent and the Nasdaq three per cent. And the villain in all this market selling? The inverse yield curve. For Australian investors waking up on…

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Issue 2: Cash – How much is enough in your SMSF?

August 2019 Hello again, for those who read the first of our SMSF Connect Investment Series – The importance of cash flow in your SMSF, I hope it was useful. For the next in our series, we’re sticking with the cash theme and ask ‘Cash – how much is enough in your SMSF?’ SMSFs are…

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Reflections from an investor

August 2019 Written by Hamish Douglass, Chairman and Chief Investment Officer, Magellan Financial Group. Insights gathered from years of investing include thoughts on how to find the right investments, how to let investments work for you, risk management and the best temperament to have when investing. “Your goal as an investor should be simply to…

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Beware transfer balance cap strategies when it comes to death benefits

August 2019 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Australian Financial Review on 15 August 2019 Maximising your $1.6 million pension cap may backfire on your beneficiaries. Strategies to work around the $1.6 million transfer balance cap (TBC) may be useful for those in pension phase trying to maximise their retirement savings.…

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Short term nerves trump long term wisdom

August 2019 Investors have a bad habit of doing the wrong thing in the wake of sharemarket lurches such as the one we are experiencing, basing their reaction on gut instinct rather than logic. Newspapers will blare “billions wiped off markets” and nervous investors will obey their overriding nervous sentiment and sell. “Australian shares lose…