February
Does your SMSF have these serious weaknesses?
The surge in value of Wall Street’s mega cap tech stocks has been fantastic for many superannuation investors, but not for SMSFs.
November 2023
How much people with SMSFs accumulate, in seven charts
DIY super funds can help build wealth for a luxury retirement. Here is who is most likely to have one, and what they invest in.
May 2023
Can I put more into super now that work test has gone?
A self-employed reader over 67 wants to know how to meet the ‘gainfully employed’ rules to make a tax-deductible contribution.
February 2023
Opportunities in small caps as big investors move on
As giant super funds look for bigger fish to fry, specialists say the outlook for the sector this year is bright.
January 2023
How to use super to help finance your business
Looking at expansion and not sure where to find the funds? Veteran SMSF specialist John Wasiliev helps a reader work through the options.
November 2022
Can my super buy a home for me?
While an SMSF can buy a direct property, buying one you can live in is not as easy as you think.
September 2022
The one thing you must do to protect your SMSF as you age
The great thing about keeping the fund running is that there is no need to sell assets, stop pensions or pay extra taxes.
Eight biggest mistakes made by DIY super funds
Many trustees are losing out on returns or paying unnecessary penalties – this is what they need to change.
August 2022
How to boost your super with a tax break
Personal contributions and transfers of shares are among strategies worth considering.
July 2022
What you need to know about buying property with your super
If you take the time and trouble to research it, investing in direct property though an SMSF can be a profitable way to accumulate wealth for retirement.
May 2022
ATO turns screws on SMSF property developers avoiding GST
A recent court case involving a DIY super fund subdivision highlights the importance of ticking all the boxes.
April 2022
Financial distress contributes to 40,000 SMSF breaches
Ten tips from the experts to ensure your DIY super fund is compliant.
Why poor SMSF planning will leave less for your heirs
A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift.
February 2022
Can we borrow $400,000 to renovate our SMSF holiday property?
Being an active investor at retirement stage has been given a boost by a new entitlement to top up super without satisfying a work test.
January 2022
Super strategies for when you need a lump sum
If you’ve got both accumulation and pension accounts, it pays to plan carefully where you’ll make the withdrawal.
December 2021
What’s ahead for SMSF trustees in 2022
An election year means super reforms could be scrapped, with more changes on the cards if there is a change in government.
November 2021
Want to set up an SMSF? Here’s what you need to know
As a general rule, at least $500,000 is needed to set up a viable DIY super fund, with the trustees/members making the investment decisions.
October 2021
SMSF rookie errors to avoid
If you’re serious about running your own fund, this is what you need to know.
September 2021
What to put in your ‘when I’m dead’ folder
This seven-point checklist will help your loved ones make good decisions when you’re no longer here.
Pros and cons of son joining DIY super fund
Families considering pooling resources can ‘test the waters’ with a dummy run to see how things work out.