March
My SMSF is cashed up for a Trump catastrophe
The global economic chaos unleashed by the president prompted this self-managed super fund to cut exposure to the United States and raise cash.
ChatGPT v DeepSeek: Which one won my SMSF challenge?
AI models are still far from flawless as data accuracy and privacy concerns persist AI’s deep research capabilities are staggering.
Underpaying an SMSF pension could land you in serious tax trouble
There are eye-watering costs involved if a self-managed superannuation fund fails to make the correct pension payment or, worse, does not make any payments at all.
February
How does your SMSF stack up?
It is impossible to deliver a return each year consistently exceeding what you would receive outside a SMSF if your balance is less than $200,000.
What family offices are investing in
This booming sector likes to keep a low profile. But its secrets aren’t always far from the surface.
What should you invest your super in right now?
After big gains in the equity market last year, the chances are your assets need to be rebalanced.
What if my accountant still uses spreadsheets to calculate tax?
There are many good software packages that can keep track of all the different tax aspects that may arise in an SMSF.
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.
TV money expert Michael Kodari runs into ATO ‘discrepancies’
It’s not the first time the “investment luminary’s” business has been served in the Federal Court.
1 million retirees are missing out on this $60,000 perk
Changes in eligibility rules mean that more than 1 million people are entitled to the Commonwealth Seniors Health Card but do not claim it.
Use this strategy to maximise tax benefits of large ‘legacy’ pensions
People with very large older-style pensions should do the sums on whether to act on an amnesty provided by the government.
January
Six easy steps to retirement readiness (and one hard one)
There are no courses on how to plan for retirement, so we have done some of the work for you.
Tax-free super cap for retirement phase set to reach $2 million
To benefit from the indexation increase, you need to delay starting the pension until July 1.
What’s the right time to wind up an SMSF?
Sometimes the complexity of running a self-managed super fund outweighs the benefits.
More than 17,000 legacy pensioners set free but issues remain
The federal government is finally allowing SMSF members to exit old-style pensions.
December 2024
What happens to our SMSF if we die together?
Self-managed super funds aren’t covered by wills, so special arrangements need to be in place for when the final member dies, or if the members die together.
3 things to consider before bringing children into your SMSF
Thinking about a multi-generational self-managed superannuation fund? They can be great, but it’s not a decision to make lightly.
Three ways to improve the SMSF sector in 2025
There is no doubt self-managed superannuation funds are unnecessarily complex, so top of next year’s wish list is the long-running call for greater simplicity.
SMSFs that do this check each year could end up paying less tax
To get optimal results, choose carefully which method your SMSF uses to calculate tax-free pension amounts.
Nine private wealth advisers defect from Perpetual
Street Talk understands nine advisers resigned from the 138-year-old investment group on Friday.