Are SMSFs better investors; or beneficiaries of a free ride?
SMSFs' net assets have grown as fast or even faster than Large Super over recent years; and their investment returns have been vastly better. There is a simple...
When can SMSFs be treated as wholesale?
It's a vexed question as to when SMSFs can be treated as wholesale investors. Here, senior AFCA representatives run through what financial advisers need to...
Looming super tax change prompting high-net-worth rethink
Labor failed to get its legislation to tax the earnings on SMSF portfolios exceeding $3 million pass the Senate in the previous Parliament. With the Greens...
SMSF sector's 'rude health' has the setting to get even ruder, conference told
If any SMSF specialist advisers needed a peptalk, they got one over breakfast at last week's National Conference — and it might have surprised some.
Illegal SMSF access a problem, but focus on the bigger super picture
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not...
Claims of Div 296 tax consultation 'confusing': SMSF Association
The association has hit back at spurious claims from the Treasurer that the government conducted "heaps of consultation" on its proposed tax for super balances...
Slashed dividend payments an income gut-punch for SMSF retirees
A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager...
SMSF trustees drift from advice towards accountants and... the internet
More and more SMSFs are being set up without the assistance of a financial adviser. As the gulf between demand and supply widens, consumers are looking at...
'Bitterly disappointed': Senate to push on with plan to tax unrealised gains
Tax on unrealised assets is virtually unheard of in Australia, and imposing one on fund members sets a dangerous precedent according to the SMSF Association,...
SMSF market twists itself into new shapes, but will advisers follow?
It seems that while the older generations may be tilting towards simplification, the younger generations are looking for control and engagement. For financial...
'No shortage of issues' with overseas property investing for SMSFs: Deloitte
There are far simpler avenues to overseas diversification for your SMSF than property, but if you are going to take this complex, and somewhat risky route, you...