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Home / SMSF strategies

SMSF strategies

In this section you can learn about tips and strategies you can consider for your SMSF.

Set out below are all SuperGuide articles that relate to SMSF strategies.

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How to create an SMSF investment strategy (including example documents)

August 6, 2020 by Penny Pryor Leave a Comment

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.

Everything SMSF trustees need to know about rebalancing

May 1, 2020 by Penny Pryor Leave a Comment

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

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

April 3, 2020 by Alexandra Cain Leave a Comment

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.

What on earth is an in-specie transfer?

January 15, 2020 by Barbara Drury Leave a Comment

In specie transfers (also known as off-market transfers) are transfers of assets in and out of super funds, rather than transfers of money. We take a look at the pros and cons of in specie transfers relating to SMSFs.

SMSF options: Should you remain invested or wind it up?

October 1, 2019 by Alexandra Cain Leave a Comment

It’s an idea to do a regular cost benefit analysis to ensure if you have an SMSF, it’s still the right way for you to structure your assets.

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How to invest in infrastructure through an SMSF

October 1, 2019 by Penny Pryor Leave a Comment

How to invest in infrastructure through a SMSF. We look at new ways of accessing this asset class.

Multi-generational SMSFs: Benefits and pitfalls

September 1, 2019 by Barbara Drury Leave a Comment

Is it a good idea to have a family SMSF? We look at the pros and cons of being a family that saves together.

New contribution rules help bump up SMSF balances and reduce tax

September 1, 2019 by Alexandra Cain Leave a Comment

We look at two strategies that can help boost your SMSF and reduce your taxable income.

Making SMSF decisions at different life stages

June 12, 2019 by Alexandra Cain Leave a Comment

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.

Which asset classes are popular with SMSFs?

April 4, 2019 by Ben Hall Leave a Comment

Which investments are most popular with SMSFs? A short and simplistic answer is that shares and cash and term deposits compete as the most popular investments across the board for SMSFs.

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SMSFs: Trust deed health check for 2019

February 15, 2019 by Alexandra Cain Leave a Comment

An SMSF’s trust deed is one of its most important assets. While legislation sets out what trustees must not do, the trust deed specifies what a trustee is allowed to do. Now’s the time of year to perform the yearly review of the deed.

SMSF investment rules: What every trustee should know

February 15, 2019 by Penny Pryor Leave a Comment

An SMSF is a very attractive superannuation savings vehicle but it also comes with plenty of responsibility for anyone that signs up to being a trustee.

Is $1 million really the magic number to start an SMSF?

August 20, 2018 by Meg Heffron

Depending on who you believe, self-managed superannuation funds range from being the greatest invention of the modern age or the most likely cause of the next financial crisis.

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How super works
Super for beginners
Super rules
Employers guide to super
Super contributions
Super and tax
Accessing super
Super news
Women and super
Super tips and strategies
How-to guides
Super quizzes
Superannuation Q&As
Superannuation glossary
Super funds
Best performing super funds
Super fund rankings
Best performing pension funds
Pension fund rankings
Super fund average returns
Super investing strategies
Comparing super funds
Choosing a super fund
Choosing an investment option
Super fund fees
Insurance and super
Super fund profiles
SMSFs
SMSFs for beginners
SMSF administration
SMSF checklists
SMSF compliance
SMSF investing
SMSF pensions
SMSF strategies
SMSF Q&As
Plan your retirement
Retirement planning for beginners
When should I retire?
How long will I live?
How much super do I need?
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
Senior concessions and services
Aged care
Estate planning
Super death benefits
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