Asset valuation guidelines for SMSFs
There’s no getting around regular asset valuations for your SMSF, and it needs to be done by the book.
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There’s no getting around regular asset valuations for your SMSF, and it needs to be done by the book.
While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors.
Using your SMSF to invest in a related trust or company can be a sound financial move, but strict rules apply so read on before you act.
Many SMSF trustees use this simple approach to help create a diversified investment portfolio.
As the debate over passive vs active investing continues, both have their place in SMSF portfolios, depending on your financial goals and risk tolerance.
Income-generating investments are always in demand, but investment selection is key in a volatile interest rate environment.
Last year investment markets surprised on the upside, with a late surge in shares and bonds and a resilient residential property market. So what’s in store for 2024?
Property investment is popular with SMSFs, so it’s important to know what your fund can and can’t claim as investment property tax deductions if you want to stay on the right side of the ATO.
An ATO crackdown on asset valuations, and the proposed tax increase on unrealised capital gains in $3 million-plus super accounts, is putting pressure on SMSFs with collectables to take stock.
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.
Listed investment companies have been around for almost a century and remain popular with SMSF investors looking for cost-effective diversification in a single trade.
From a standing start 20 years ago, ETFs now play a central role in many SMSF investment portfolios with more than 300 to choose from.
Traditional managed funds may not have the ‘it’ factor of ETFs but they still pack a punch in many SMSF portfolios, providing significant diversification.
Australian shares remain the most popular asset class among SMSF investors who continue to put their faith, and their money, in our mining heavyweights and big four banks.
Investing directly in international shares is still a fringe activity for most SMSFs, but the allure of the world’s big tech companies is proving irresistible for some.
While fears of a looming recession may be receding, it’s still prudent for SMSF trustees to prepare for a period of slower economic growth.
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply.
Investing in international shares has never been easier, but it’s important to understand the potential impact of currency fluctuation on your investment returns and how to mitigate the risks.
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