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SMSF
Superannuation
SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....
Superannuation
John Kelly outlines the new rules regarding insurance and how they affect SMSFs when it comes to insuring collectibles and personal use assets....
Superannuation
While the majority of SMSFs continue to hold cash, there are signs that as much as $7.35 billion will be reinvested within the next 12 months....
Superannuation
David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...
Superannuation
SMSF trustees need to take a closer look at their treatment of gains and losses with respect to trading stock affecting capital gains tax (CGT), following the recent pass...
Superannuation
Enquiries about direct property are on the rise, but the subdued residential property market appears to be preventing self-managed superannuation fund clients from pullin...
Superannuation
A parliamentary committee reveals need for SMSF trustees to be better informed of risk environment....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Superannuation
Along with appropriate property insurance, personal insurance is important when a SMSF has entered into a limited recourse borrowing arrangement to purchase property, wri...
Superannuation
The average annual operating expenses of running a self-managed super fund (SMSF) continues to trend down, but small funds are still incredibly costly, according to recen...
Editorial
If auditors are, indeed, the eyes and ears of the regulators in the SMSF sector, Liz Westover writes that the new auditor registration regime will prove to be crucial as ...
Superannuation
In situations where a SMSF enters into a contract with a related party, care needs to be taken to avoid potential breaches of the law. Peter Burgess explains....
Financial planning
The Mortgage and Finance Association of Australia has expressed concern that the Government's proposed amendments to limited recourse borrowing arrangements (LRBAs) creat...
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Superannuation
David Court outlines some common queries that arise out of the new rules for investment in personal use assets....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...