There are legitimate reasons for maintaining reserves in your SMSF, but the ATO is keen to point out that avoiding tax is not one of them.
Property investment is popular with SMSFs, so it’s important to understand what your fund can and can’t claim as investment property tax deductions.
If you are a passionate collector or connoisseur, then you may be able to use that knowledge to boost your retirement savings.
The year 2020 has been a turning point for sustainable investing on so many levels. COVID has brought to the forefront of investors’ minds considerations such as how companies treat their staff, as well as numerous other environmental, social and governance (ESG) issues.
Now that some of the initial hype has gone out of cryptocurrencies, it’s a good time to take a clear-eyed view of their investment potential.
Managed accounts are increasingly taking the place of managed funds in self-managed super fund (SMSF) portfolios because they give advisers the ability to act swiftly when markets move, as well as offering tax advantages and improved transparency.
Changes to LRBA rules may make it easier for SMSFs to borrow to buy property.
The ATO has updated its advice around what it wants to see in an investment strategy. Here’s what you need to know, along with what you need to do following a market correction.
Once again it has taken a major market correction to highlight the high (and sometimes extreme) levels of correlation between different asset classes.
Many trustees have never had to run a self-managed super fund through a recession. So to survive this period, experts recommend avoiding selling when markets are at their nadir, focusing on fundamentals and looking for opportunities to acquire well-priced quality businesses.
It was a year when it felt like an achievement just to make it to the other side.
Self-managed super fund (SMSF) investors were left reeling after three of the big four banks slashed dividends across the board, with ANZ and Westpac suspending theirs altogether and NAB cutting its by 64%. CBA has said it won’t make a final decision on its dividend until August when it reports its full year results.
A core and satellite asset allocation strategy is one of the most popular ways to invest. But does it still make sense when markets are falling?
In bad news for retirees and others who depend on dividend cheques (and dividend imputation rebate cheques from the Tax Office) bank dividends have largely evaporated. But it’s not as bad as many commentators suggest, and actually good for some investors.
Market volatility should prompt a look at asset allocations and the potential need to rebalance investments.