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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…

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ASIC grants relief enabling affordable and timely advice during COVID-19

April 2020 Following a decision handed down by ASIC on April 14th 2020, it will be easier for Australians to get assistance from professional accountants and financial advisers in making decisions about their financial position in the face of the COVID-19 pandemic. The Australian Securities and Investments Commission (ASIC) has announced three temporary relief measures…

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COVID-19 – Providing concessions for the LRBA in my SMSF

April 2020 The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA with relief under an agreed commercial arrangement. Ordinarily, not paying…

InvestingNews

Risk and rebalance

April 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association It’s often said that for a better chance at investment success, portfolio decisions should never be guided by specific moments. This is probably more evident than ever in this volatile market, where daily swings can reach surprising heights…

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Catch-up concessional super contributions a valuable asset

April 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Sydney Morning Herald on 14 April 2020 Uncertain economic factors and turbulent sharemarkets as the coronavirus pandemic bites are worrying for anyone who is saving for their retirement – whether they are stopping work soon or still have many years of…

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Webinar: COVID-19 and your SMSF – Part 2

April 2020 This webinar covers further financial effects of COVID-19 on you and your SMSF including: A summary of the latest announcements such as the JobKeeper Payment and rent moratorium. Everything you need to know about early access to superannuation and minimum pension requirements. Guidance from the Australian Taxation Office on rent relief and in-house…

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COVID-19 – Providing rental relief for the tenant in your SMSF property

April 2020 The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a property and a tenant in financial distress, you may be able to provide your tenant with rental relief under an agreed commercial arrangement. This may even be the case when the…