SMSF investment
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Platforms and wraps: Benefits and downsides
UpdatedTechnology 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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ESG and sustainable investing: A practical guide for SMSF trustees
UpdatedClimate change, sustainability, greenwashing – investing is a minefield these days but there are steps you can take to align your investments with your values.
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Franking credits and dividend income in your SMSF
UpdatedWhile interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors.
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SMSF investing in related trusts and companies: Key rules to know
UpdatedUsing 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.
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What is a core and satellite investment strategy?
UpdatedMany SMSF trustees use this simple approach to help create a diversified investment portfolio.
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Passive versus active: Which investment style is best?
UpdatedAs the debate over passive vs active investing continues, both have their place in SMSF portfolios, depending on your financial goals and risk tolerance.
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SMSF property tax deduction mistakes to avoid
UpdatedProperty 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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SMSF investment rules: What every trustee should know
UpdatedPenalties 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
UpdatedWhen Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
