News

SMSF trustee guide to navigating way through pandemic

November 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Financial Review on 6 November 2020.    With COVID-19 having moved the goal posts even more dramatically than the GFC, failure to keep up with the changes will be costly. The COVID-19 pandemic has affected everyone’s lives and SMSF trustees are…

News

How a six-member SMSF could benefit you

October 2020 Opinion piece written by John Maroney, CEO, SMSF Association Published in The Financial Review on 15 October 2020.   Small businesses and families with pooled assets could find extra flexibility as well as lower fees by taking advantage of the relaxation of the size limit. The federal government has introduced legislation to Parliament…

News

The SMSF Association’s 2020-2021 Federal Budget Summary

06 October 2020 The Economic Recovery Plan for Australia is all about jobs The 2020-21 Federal Budget is all about jobs, jobs and jobs. COVID-19 has resulted in the most severe global economic crisis since the Great Depression. This Budget provides an additional $98 billion of response and recovery support under the COVID-19 Response Package and…

Administering and ReportingInvestingMarkets, Industries and TrendsNewsPortfolio Construction

Issue 15: How did your SMSF portfolio survive reporting season?

September 2020 For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season, telling us a little more about how companies have fared during COVID-19 as results…

Alternative investmentsInvestingNewsPortfolio Construction

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…

News

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…

News

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…

News

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…