While cash and shares are still the go-to investments for SMSFs, the range of assets they hold are diverse, even in retirement.
Set out below are all SuperGuide articles that relate to SMSF strategies.
SMSF trust deed health check for 2021/22
Recent changes to superannuation contribution caps and the transfer balance cap make now a very good time to review your trust deed.
SMSF investment rules: What every trustee should know
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.
Tax in SMSFs and regular super funds: Which is better?
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.
How to create an SMSF investment strategy (including example documents)
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
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?
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?
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?
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.
How to invest in infrastructure through an SMSF
How to invest in infrastructure through a SMSF. We look at new ways of accessing this asset class.
Multi-generational SMSFs: Benefits and pitfalls
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
We look at two strategies that can help boost your SMSF and reduce your taxable income.
Making SMSF decisions at different life stages
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.
Is $1 million really the magic number to start an SMSF?
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.