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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…

Alternative investmentsDiversificationInvestingNewsPortfolio Construction

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…

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Why you need more than just $200,000 to start your own super fund

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 23 January 2023. Licensed by Copyright Agency.  It’s not only about the starting amount, says the regulator – illustrating the point with two different case studies. For anyone considering setting up a self-managed super fund, the updated guidance released recently…

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Run your own super fund? This is what to watch out for in 2023

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 27 December 2022. Licensed by Copyright Agency.  With government proposals to cap large super balances, there are four key issues to consider. There will be no shortage of issues for self-managed super funds to grapple with in 2023. The debate…

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ASIC releases updated SMSF advice guidance

Written by Peter Burgess, Deputy CEO / Director of Policy & Education On December 8 2022 ASIC released information Sheet 274 Tips for giving self-managed superannuation fund advice (INFO 274). This information sheet is designed to help Australian financial services (AFS) licensees and their representatives comply with their obligations when providing personal advice about SMSFs. INFO…

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How retirees can save more than $3000 a year

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 1 December 2022. Licensed by Copyright Agency.  The income threshold for eligibility for a Senior’s Health Card has just been significantly increased in gift to many self-funded retirees. For some self-managed super fund (SMSF) members, Christmas has come early. Seven…

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When stepchildren miss out on inheritance

Opinion piece written by John Maroney, CEO, SMSF Association First published in Financial Review on 4 November 2022. Licensed by Copyright Agency.  An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a society where blended families are widespread. For self-managed super fund trustees, the issue…