November 2023 SMSF newsletter

SMSF investment: 20 most popular Australian shares

SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.

SMSF investment: 20 most popular Australian shares

SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20. Read more.

How do ETFs compare to LICs/LITs and managed funds?

Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each. Read more.

How do ETFs compare to LICs/LITs and managed funds?

Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each. Read more.

What you need to know about six-member SMSFs

Take-up of six-member funds is small but growing due to the unique opportunities they can offer. Read more.

What you need to know about six-member SMSFs

Take-up of six-member funds is small but growing due to the unique opportunities they can offer. Read more.

SMSFs and estate planning: Key issues that SMSF trustees need to know

The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member. Read more.

SMSFs and estate planning: Key issues that SMSF trustees need to know

The third article in our SMSF and Estate Planning series focuses on estate planning issues trustees need to consider on the death of a fund member. Read more.

Navigating the aged care system

Thursday 23 November 2023 at 11:00 am AEDT

The aged care system is notoriously complex. This webinar will outline the aged care landscape including how to access help in the home or get into residential aged care and the costs involved.

Q&A: Can an SMSF invest on a “tenants in common” basis in commercial property, funded by a mortgage?

When we’re looking at joint ownership of property, there are a few things that we need to consider. There are really two quite distinct ways that direct property interest can… Read more.

Q&A: Can an SMSF invest on a “tenants in common” basis in commercial property, funded by a mortgage?

When we’re looking at joint ownership of property, there are a few things that we need to consider. There are really two quite distinct ways that direct property interest can… Read more.

Q&A: When I retire, can I transfer the cash assets to my share of the SMSF?

Q: I am about to retire but my partner is still working. There is one property, some shares and cash in the SMSF. My partner and I have 50% share… Read more.

Q&A: When I retire, can I transfer the cash assets to my share of the SMSF?

Q: I am about to retire but my partner is still working. There is one property, some shares and cash in the SMSF. My partner and I have 50% share… Read more.

Q&A: Does the previous year’s balance affect the minimum pension amount?

Q: My wife and I are both over 70 and are the only members of our SMSF. On 30 June, my wife had a nil balance in our SMSF but… Read more.

Q&A: Does the previous year’s balance affect the minimum pension amount?

Q: My wife and I are both over 70 and are the only members of our SMSF. On 30 June, my wife had a nil balance in our SMSF but… Read more.

Review your Death Benefit nominations:

Have you recently reviewed your existing death benefit nominations? Are these up to date? Do they still reflect your current wishes?

Some nominations lapse or become invalid after a set period of time, often after 3 years of being implemented. Take 10 mins out of your day and review your existing arrangements and where necessary, update these with your fund.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.