Category: News articles

SMSF trustees need simpler, cheaper regulation

First published in the Financial Review on 01 February 2020. Looking for straightforward advice and getting tied up in paperwork or high fees? Why it’s time for change There is […]

LRBAs valuable asset for SMSFs in accumulation phase

First published in the Financial Review on 15 January 2020. Self-managed super funds (SMSFs) have always attracted their share of critics; lack of investment acumen and excessive costs are just […]

SMSF alert on potential to lose tax breaks

First published in the Financial Review on 04 January 2020. DIY super fund trustees need to be aware of new legislation relating to a fund’s expenditure and income. Some self-managed superannuation […]

The do’s and don’ts of property investing for SMSFs

First published in the Financial Review on 04 December 2019. Self Managed Super Fund trustees are no different to many other Australians – they relish the opportunity to invest in […]

New FASEA code could spell trouble for SMSF trustees

First published in the Financial Review on 29 November 2019.  Changed adviser rules could lead to self-managed superannuation funds missing out on valuable advice. Changed adviser rules could lead to […]

Typical SMSF costs ‘less than $5000’ a year to run

First published in the Financial Review on 06 November 2019. Software providers to DIY funds say annual operating costs are much lower than the $13,900 cited by ASIC. What does […]

Research shows SMSFs continuing to diversify

First published in the Brisbane Times on 06 November 2019. It’s time to call a spade a shovel When the two latest controversies surrounding Self-Managed Super Funds (SMSFs) – single-asset […]

Do’s and don’ts of SMSF property investment

First published in the Financial Review on 10 October 2019. Direct property is an investment that self-managed superannuation fund (SMSF) trustees are likely to consider at some stage. In fact, […]

ATO gets tougher on SMSF investments

First published in the Financial Review on 12 September 2019.  The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as […]

Beware transfer balance cap strategies when it comes to death benefits

First published in the Financial Review on 15 August 2019.  Maximising your $1.6 million pension cap may backfire on your beneficiaries Strategies to work around the $1.6 million transfer balance cap (TBC) […]