Category: News articles

SMSF scam alert: how I was offered returns of 18-24pc

First published in the Financial Review on 03 November 2021 An approach to SMSF Association chief John Maroney serves as a warning not only to DIY fund trustees but to […]

Who is the expert steering your SMSF?

First published in the Financial Review on 05 October 2021 If you’re not across non-arm’s length expenditure rules or whether a six-member fund would suit you, it’s probably time you […]

Confusion still reigns over re-structured Market Linked Pensions (MLPs)

Re-structured MLPs since 1 July 2017 continue to cause uncertainty for industry as we wait for detail on the Government’s MYEFO announcement to allow retirees to partially commute these pensions […]

Self-managed super attracts new members seeking tax benefits

First published in The Australian on 13 September 2021 Written by Anthony Keane, Personal Finance Writer Nobody wants to pay a $150,000-plus tax bill if they can avoid it. But […]

When mate’s rates will backfire on your SMSF

First published in the Financial Review on 8 September 2021 Recent ATO changes mean big tax penalties when you provide services to your DIY fund but don’t charge in full. […]

Partner content | Defend your portfolio without losing interest

Content provided by Hostplus Defensive assets, such as cash and bonds, produce lower returns over time than growth investments like equities. But defensive investments are useful for mitigating risk and […]

When six is a crowd in an SMSF

First published in the Financial Review on 15 July 2021 Large families may benefit from new rules allowing up to six members of a self-managed super fund, but broadening access […]

New super residency rules level the playing field for SMSF expats

First published in the Financial Review on 16 June 2021 How overseas trustees of DIY super funds will benefit from the government decision to allow them to continue managing their […]

End-of-financial-year essentials for SMSF trustees

First published in the Brisbane Times on 08 June 2021   As the end of the financial year approaches, it is a good time for trustees to do an annual check-up […]

Women lead the charge into SMSF

First published in the Financial Review on 31 May 2021 Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control […]