(03) 9020 2905SUMMARY: Have SMSFs peaked? One big industry fund claims to be stealing SMSF business, but ATO statistics are not supportive. Are Australians “over” DIY super? Have we tired of the … Read More Fact check: Have SMSFs peaked?
Tag Archives: Trustees
Falling market opportunity. Get sold off shares into your DIY fund
SUMMARY: Looking for a potential win in this bleak market? It’s time to reacquaint yourself with in-specie transfers into super. If there are any rays of sunlight poking through this … Read More Falling market opportunity. Get sold off shares into your DIY fund
DIY fund property investing gets a body blow
SUMMARY: SMSFs face greater restrictions in 2016 for borrowing to buy property. The banking regulator didn’t just bark a little in 2015. It bared its teeth and showed it knows … Read More DIY fund property investing gets a body blow
The top nine risks for DIY fund operators in 2016
SUMMARY: No time to relax. SMSF trustees need to consider the risks ahead in 2016 and act now. It’s been nicely quiet out there in DIY super regulation land. Occasional … Read More The top nine risks for DIY fund operators in 2016
Fact checking this SMSF attack
SUMMARY: Industry Super Australia is throwing mud at SMSFs. Hopefully it doesn’t stick, because it’s ridiculously inaccurate. All super lobby groups have a duty to protect their stakeholders. But Industry … Read More Fact checking this SMSF attack
Beware the property spruikers
SUMMARY: Siren call of property is a Greek tragedy that is claiming far too many SMSF victims. Here’s how to save yourself. The single greatest threat to newbie self-managed super … Read More Beware the property spruikers
SMSFs are not paid to panic
SUMMARY: The message on asset class diversification has never been clearer. If you’re a self-managed super fund trustee and your guts haven’t been churning in recent weeks, then I know … Read More SMSFs are not paid to panic
Property in a DIY fund can be a monstrous investment
SUMMARY: Low interest rate warning for SMSFs and potential property investment. Just when you thought the bonfire was fizzling out, the Reserve Bank throws on a little fuel. The Reserve … Read More Property in a DIY fund can be a monstrous investment
Self-managed super is growing in popularity for all age groups. But how do you know if it is right for you?
With membership surging through one million in 2014, SMSFs seem to be the hip and cool fashion accessory for investors. But be warned. This is not like spending some coin … Read More Self-managed super is growing in popularity for all age groups. But how do you know if it is right for you?
Avoiding super estate problems
SUMMARY: Who gets your super when you die? You might be surprised that your wishes won’t necessarily be followed. The perfect plan for your superannuation would see it to last … Read More Avoiding super estate problems