SMSF trustees need to understand the potential impact currency movements can have on their international equity portfolios.
How much does it cost to wind up an SMSF?
All SMSFs will need to be wound up one day, so it pays to be aware of the costs from the outset.
Super news for October 2021
Draft retirement income covenant released, TWUSUPER calls off EISS merger, Superannuation industry at risk of losing billions due to climate change, SMSFs must use SuperStream for rollovers, Financial services coalition calls for broad financial compensation scheme, Design and Distribution Obligations (DDO) go live.
Should you develop a retirement income strategy document for your SMSF?
Even though SMSFs have been quietly dropped from the government’s proposed Retirement Income Covenant, that doesn’t mean trustees should ignore it.
How to record SMSF minutes
If you’re new to SMSFs then you may also be new to minute-taking. If so, we request a minute of your time to guide you through the process.
Understanding the difference between your total superannuation balance and your transfer balance cap
Don’t know your TSB from your TBC? We explain the difference and why it counts.
Super news for September 2021
Underperforming funds now need to tell APRA why, Re-contributions of Covid-19 early release super withdrawals allowed, Separating couples can request partner’s super information, SMSFs numbers increase in June quarter, Retirees experience higher inflation, SMSF investors fuel growth in ETFs, Colonial First State in Federal Court.
Real DIY super: How to keep SMSF costs super low
If you’re prepared to do a lot of the grunt work yourself, running your own super fund need not be costly.
What SMSF trustees need to know about non-arm’s length expenditure (NALE)
The ATO has clarified its position on non-arm’s length income and expenditure, and the cost of getting it wrong.
Super news for August 2021
Retirement income covenant position paper released, Latest Superannuation Inquiry is “political theatre”, Retail investors flock to sustainable strategies, Superhero launches new super fund, SMSFs most satisfied superannuation fund members, Australians engaged with superannuation.
SMSFs and property: A Super Guide
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
Super scams: What are they and how do you avoid them?
Scams are on the rise and evolving all the time. We show you how to spot them and keep your money safe.
Super news for July 2021
Pandemic has long-lasting impact on older Australians, Intergenerational report forecasts doubling in older Australians, Hostplus to grow through more mergers, LUCRF Super teams up with AustralianSuper, Super funds make bid for Sydney airport, Six member SMSFS good to go, Dixon Advisory to pay $8.2 million in penalties.
Which asset classes are popular with SMSFs?
While cash and shares are still the go-to investments for SMSFs, the range of assets they hold are diverse, even in retirement.
Total Superannuation Balance: When it applies and what is included
Recent increases to contribution caps also impact your total super balance. Here’s how it works.
