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Issue 14: Property and Infrastructure – do they fit into my SMSF?

August 2020 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…

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Managing withdrawals in excess of the reduced minimum pension drawdown

August 2020 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…

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Time to open up infrastructure investment to SMSFs

August 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Financial Review on 12 August 2020. 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 of the heavy…

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ATO firms up SMSF non-arm’s-length rules

June 2020 Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association Published in The Financial Review (Licensed by Copyright Agency) on 18 June 2020 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…

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Cash proves king for SMSFs in COVID-19 slump

June 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Sydney Morning Herald (Licensed by Copyright Agency) on 09 June 2020 One of the benefits of saving for retirement through a self-managed super fund is that when you need to respond quickly to changing economic or market conditions that could hurt…

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Here’s an end-of-year guide for SMSF trustees

May 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in the Financial Review (Licensed by Copyright Agency) on 21 May 2020 COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here are some tips. For self-managed superannuation fund (SMSF) trustees, the end of any…

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SMSF liquidity lessons learnt from the pandemic

May 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association Sometimes it is true that you don’t know what you’ve got. Till it’s gone Music aficionados will recognise that line from Joni Mitchell’s 1970s hit Big Yellow Taxi. There will be many lessons we learn from the COVID-19 pandemic…