SMSF investment
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Case study: Transferring shares into your SMSF (an in-specie transfer)
There can be substantial tax benefits in transferring shares into your SMSF, especially once you retire, but strict rules apply.
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What on earth is an in specie transfer?
If you’ve ever wondered if you can transfer shares or a business property into your SMSF, the answer is yes but strict rules apply.
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SMSFs: Investing in private companies
Investing in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
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SMSF property loan paid off? What next?
After maximum loan terms were placed on LRBAs, many SMSFs are nearing the end of their loan and wondering about their options.
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How to buy a commercial property and lease it through your SMSF
Many restrictions that apply to the purchase of property via an SMSF don’t apply to commercial property. Here’s how it’s done.
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SMSF property investment rules
One of the attractions of having an SMSF is the ability to invest in real property, but strict rules apply.
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SMSF returns are competitive with large funds
While lagging the performance of large super funds some years, SMSFs have outperformed them over the longer term.
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How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects.
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SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance.
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Do SMSFs rely too heavily on bank shares for dividend income?
Interest rates are finally on the way down, raising concerns about bank profits and dividend payments. Should SMSF investors be worried?
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Writing your SMSF investment strategy (including templates)
As an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right.
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Can my SMSF invest in gold?
Gold investments come in many forms, so SMSF trustees should understand the pros and cons, and compliance issues, with each.
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The role of cash and bonds in your portfolio and what’s available
High interest rates are loathed by borrowers but they are money in the bank for people seeking reliable income with a high degree of safety from their investments.
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2024 year in review, 2025 year in preview
For the second year running, investors had a surprisingly good year in 2024 thanks to moderating inflation, economic growth holding its head above water, falling interest rates (just not in Australia) and buoyant share markets.
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5 new year’s resolutions for your SMSF
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring.
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Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments.
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Platforms and wraps: Benefits and downsides
Technology is at the heart of recent innovation by platform providers as they compete against each other, industry funds and SMSFs for your super and non-super investments.
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How do SMSFs invest?
If you run your own SMSF, have you ever wondered where other SMSFs or mainstream funds invest their money? This is how.
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