Understanding SMSFs

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Webinar: COVID-19 and your SMSF – Part 2

Presented by Franco Morelli, Policy Manager, SMSF Association This webinar outlines the direct impacts of the latest announcements on SMSFs and key resources that will assist you during this difficult period. 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…

NewsSMSF Insights

COVID-19 – Accessing your superannuation early

You may be aware that the Government recently announced measures that allow individuals affected by the economic impacts of COVID-19 to access a limited amount of their superannuation early. Making the decision to access your superannuation early is a significant one and if possible, should be encompassed by financial advice, particularly from an SMSF Specialist.…

NewsSMSF Insights

Webinar: COVID-19 and your SMSF – Part 1

Presented by Franco Morelli, Policy Manager, SMSF Association This webinar outlines the direct impacts of the latest announcements on SMSFs and key resources that will assist you during this difficult period. This webinar features: An SMSF Association update – how we are working to support SMSF trustees like you. Summary of key superannuation measures and…

Investing InsightsNewsSMSF Insights

Do’s and don’ts of SMSF property investment

Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 10 October 2019. Licensed by Copyright Agency. Are you considering SMSF property investment? Direct property is an investment that self-managed super fund (SMSF) trustees are likely to consider at some stage. In fact, direct property investments make up about…

NewsSMSF Insights

ATO gets tougher on SMSF investments

Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 12 September 2019. Licensed by Copyright Agency.  The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as part of a campaign to ensure trustees are aware of their investment obligations, particularly the need…

NewsSMSF Insights

The right way to use transition to retirement schemes

Opinion piece written by John Maroney, CEO, SMSF Association First published in the Financial Review on 19 July 2019. Licensed by Copyright Agency.  Given the beginning of the new financial year is approaching, many are considering starting or continuing pensions. This also means, it is timely to take a look at transition to retirement income…

NewsSMSF Insights

How couples can even up their super balances

Written by John Maroney, CEO, SMSF Association First published in The Australian Financial Review on 23 May 2019. Licensed by Copyright Agency.  Are you like many households where there’s one much higher super balance and the other is lower? We outline why you need to change this and how to do it. Despite restrictions on…

NewsSMSF Insights

Considering an SMSF? Here’s what you need to know

Written by Franco Morelli, Policy Adviser, SMSF Association First published in Your Life Choices on 16 May 2019. Self-managed superannuation funds are popular with Australians wishing to take on the responsibility and control of their retirement savings. SMSF Association policy adviser Franco Morelli explains what you need to know when considering this option. A self-managed super fund (SMSF)…