SMSF

Superannuation

Self-managed superannuation was the clear winner of 2011, with healthy sector growth and satisfactory investment returns. However, as 2012 kicks off, SMSFs must turn thei...

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 ...

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