SMSF investment
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SMSF investment rules: Collectables and personal use assets
An ATO crackdown on asset valuations is putting pressure on SMSFs with collectables to take stock.
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How do ETFs compare to LICs/LITs and managed funds?
Managed investments offer instant diversification, but there are important differences between the types of funds on offer – from cost to legal structure.
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SMSF investing: 20 most popular LICs/LITs
Listed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios.
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SMSF investing: 20 most popular managed funds
Traditional managed funds have been partially eclipsed by the rise of ETFs, but they remain core holdings for many SMSF investors looking to diversify.
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SMSF investing: 20 most popular international shares
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets.
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SMSF investing: 20 most popular Australian shares
Australian shares remain the most popular asset class for SMSF investors, with portfolios dominated by the big banks and miners.
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SMSF investing: 20 most popular ETFs
Gen X and Millennials are fuelling the rapid take-up of ETFs by SMSF investors, drawn to their instant diversification, global reach, accessability and low cost.
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How to benchmark your SMSF returns
Have you ever wanted to compare your SMSFs investment performance against other types of funds or markets, then this article will show you how.
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SMSFs and cryptocurrency investments
As crypto investments surge in popularity, the ATO has issued guidance for SMSF trustees keen to dip a toe in the virtual asset water.
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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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In specie transfers and SMSFs: What you need to know
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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SMSF investors: How to avoid getting scammed
Scammers are constantly finding new ways to part people with their money, so make sure you know what to watch out for.
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SMSF investing in private companies: Key rules to know
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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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.
