• Skip to primary navigation
  • Skip to main content
  • Skip to footer
SuperGuide

SuperGuide

Superannuation and retirement planning information

  • Join Premium
  • Account
  • Log In
  • How super works
      • Super for beginners
      • Employers guide to super
      • Women and super
      • Super rules
      • Super contributions
      • Super and tax
      • Accessing super
      • Super news
      • Super glossary
  • Super funds
      • Best performing super funds
      • Best performing pension funds
      • Super fund rankings
      • Pension fund rankings
      • Super fund profiles
      • Super fund comparison
      • Super fund average returns
      • Super investing strategies
      • Comparing super funds
      • Choosing a super fund
      • Super fund fees
      • Insurance and super
  • SMSFs
      • SMSFs for beginners
      • SMSF strategies
      • SMSF checklists
      • SMSF Q&As
      • SMSF administration
      • SMSF compliance
      • SMSF investing
      • SMSF pensions
  • Plan your retirement
      • Retirement planning for beginners
      • When should I retire?
      • How long will I live?
      • Will I have enough super?
      • Will I get the Age Pension?
      • How much will I spend in retirement?
      • Financial advice
      • Retiring overseas
      • Preparing for retirement
      • Retirement planning strategies
      • Retirement calculators and reckoners
  • In retirement
      • Income in retirement
      • Super lump sums
      • Super pensions
      • Age Pension
      • Working in retirement
      • Life in retirement
      • Seniors concessions and services
      • Aged care
      • Estate planning
      • Super death benefits
  • Special Features
    • Tips and strategies
    • Calculators and reckoners
    • Checklists and how-to guides
    • Case studies
    • Super quizzes
    • Newsletter archive

Home / SMSFs / SMSF strategies

SMSF strategies

SMSF strategies

In this section you can learn about tips and strategies you can consider for your SMSF, including multigenerational SMSFs, how to make decisions at different life stages and what are your options when you would like to wind up your SMSF.

Also covered are investing strategies such as assessing passive vs active strategies, rebalancing and which assets are popular with SMSFs.

Set out below are the latest articles that relate to smsf strategies.

PremiumHow to invest in infrastructure through an SMSF

How to invest in infrastructure through an SMSF

April 8, 2022

Everyone loves to ride in planes, trains and automobiles, but what if you could earn regular income from the infrastructure they depend on? You can, and here’s how.

PremiumHow to boost your SMSF balance with contributions reserving

How to boost your SMSF balance with contributions reserving

February 25, 2022

By using a contributions reserving strategy, SMSFs can potentially double their annual contributions caps in a single year

PremiumWhat on earth is an in specie transfer?

What on earth is an in specie transfer?

October 14, 2021

If you have ever wondered whether you can move shares or commercial property held in your own name into super, yes you can.

PremiumMultigenerational SMSFs: Benefits and pitfalls

Multigenerational SMSFs: Benefits and pitfalls

August 19, 2021

Now that six-member SMSFs are allowed, the question remains; should family members join forces or go their separate ways?

PremiumHad enough of your SMSF: What are your options?

Had enough of your SMSF: What are your options?

August 11, 2021

Running an SMSF can sound appealing when you start out, but as the years pass there are many reasons you may want out. So, what are the alternatives?

PremiumWhich asset classes are popular with SMSFs?

Which asset classes are popular with SMSFs?

July 6, 2021

While cash and shares are still the go-to investments for SMSFs, the range of assets they hold are diverse, even in retirement.

PremiumSMSF trust deed health check for 2021–22

SMSF trust deed health check for 2021–22

June 9, 2021

Recent changes to superannuation contribution caps and the transfer balance cap make now a very good time to review your trust deed.

PremiumSMSF investment rules: What every trustee should know

SMSF investment rules: What every trustee should know

April 15, 2021

One of the attractions of running your own SMSF is the wide range of investments open to you and the control you have over them, but that doesn’t mean it’s open slather. There are rules you need to follow.

PremiumTax in SMSFs and regular super funds: Which is better?

Tax in SMSFs and regular super funds: Which is better?

February 11, 2021

All super funds pay the same tax rate, but there are differences in the ability of SMSFs and large super funds to manage their tax liabilities for the benefit of members.

PremiumWriting your SMSF investment strategy (including templates)

Writing your SMSF investment strategy (including templates)

August 6, 2020

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.

PremiumEverything SMSF trustees need to know about rebalancing

Everything SMSF trustees need to know about rebalancing

May 1, 2020

Market volatility should prompt a look at asset allocations and the potential need to rebalance investments.

PremiumPassive versus active: Which investment style is best in a downturn?

Passive versus active: Which investment style is best in a downturn?

April 3, 2020

It’s tempting for SMSF investors to switch from passive investments to actively managed strategies when markets are volatile and falling. But it’s more important than ever to work out the right trade-off between performance and fees to help preserve precious capital.

PremiumMaking SMSF decisions at different life stages

Making SMSF decisions at different life stages

June 12, 2019

Self-managed super funds (SMSFs) are not a set-and-forget proposition. They require constant tweaking at different life stages to ensure they still suit members’ retirement needs. Here, we explore some of the factors trustees should consider as members progress through their lives.

Footer

SuperGuide is Australia’s leading superannuation and retirement planning website.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

  • Level 23, 520 Oxford St, Bondi Junction, NSW 2022
  • 1800 955 753

Company

  • About us
  • Advertise
  • Careers
  • Contact us
  • Copyright Policy
  • Editorial Policy and Complaints
  • Partners
  • Sitemap

SuperGuide Premium

  • Free SuperGuide newsletter
  • New to SuperGuide?
  • Pricing
  • Subscriber feedback
  • Support
Google Rating
4.9
Based on 42 reviews
js_loader

Important: Disclaimer

All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

© Copyright SuperGuide 2009-22

  • Full SuperGuide disclaimer
  • Terms and Conditions of Use
  • Financial Services Guide
  • Privacy Policy and Privacy Collection