SMSF investment
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SMSF property tax deduction mistakes to avoid
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.
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Managing your SMSF through a recession
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.
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SMSF investing: An adviser’s guide to mFunds
There’s more than one way to invest in managed funds, including these actively managed listed funds that can be bought and sold as easily as shares.
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What SMSF trustees need to know about rebalancing
It’s been a wild ride on investment markets over the past 12 months, so if you haven’t already done so this could be a good time to review your investment allocations.
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SMSF investment rules: What every trustee should know
Penalties for SMSF breaches rose on 1 January 2023 so it’s now more important than ever to make sure your SMSF is doing the right thing.
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Dixon Advisory’s fall from grace: 4 lessons for all investors
When Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
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Asset allocation: Building a strong retirement investment plan
The most important investment decision you make may not be about what you invest in, but how you spread your money across different investments.
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SMSFs: Sustainable investing just got personal
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.
