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NewsSMSF Insights

Do this after June 30 and you could boost your super by $110,000

Opinion piece written by Peter Burgess, CEO, SMSF Association First published in Financial Review on 17 May 2023. Licensed by Copyright Agency. Getting the timing right on contributions is just one of a host of things SMSF members need to pull together before the end of the tax year. With June 30 fast approaching it’s…

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Issue 44: To SMSF or not – How the sector performs against APRA funds

Probably a question asked by many contemplating starting or continuing to run an SMSF. And rightly so as the decision to directly manage you retirement savings is one that should not be taken lightly by any member of an SMSF. For some, it may also be the anticipated time involved with running an SMSF that…

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Issue 43: Long-term investing and how an SMSF is suited to delivering it

There has been much discussion of late regarding the shift from ‘growth’ to ‘value’ investing, perhaps prompting the question with some SMSF trustees, ‘do we need to adjust our investment portfolio along similar lines?’ My understanding of growth investing is that it’s where investors seek to grow their investments over time, often in a combination…

NewsSMSF Insights

Superannuation Rates and Thresholds

Written by Fabian Bussoletti, Technical Manager, SMSF Association Each year, several key superannuation rates and thresholds are indexed in line with movements to Average Weekly Ordinary Time Earnings (AWOTE) or Consumer Price Index (CPI). Following the release of these key statistics by the Australian Bureau of Statistics (ABS) last month, the thresholds most relevant to…

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Issue 42: Is it back to the roaring ’20s again?

The Roaring ’20s, and I’m talking the 1920s, was a decade of economic growth and widespread prosperity. It followed the ‘Spanish Flu Pandemic’ which lasted two years, over a number of waves between February 1918 to and April 1920. Sound familiar?  The decade following was a period of strong economic growth and technological change. Most…

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Financial advice review leaves accountants out in the cold

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 23 February 2023. Licensed by Copyright Agency.  The Quality of Advice Review has a lot of good stuff, but the conversation is ongoing for specialist advisers and accountants. The final report of the Quality of Advice Review has much to…

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Issue 41: Thinking of getting started in investing or know someone who is? Consider the fundamentals first

Thank you for joining us again this year and for your interest and support over 2022. If you are joining us in 2023 for the first time, welcome and I hope you find these articles of interest and help. Just to reconfirm, these are my thoughts and ideas based on my experiences and are not…