This Month
Why buying residential property in an SMSF is a million-dollar mistake
This financial adviser ran the numbers to show that using your SMSF to invest in residential property isn’t all it’s cracked up to be.
How my SMSF beat big super without buying CBA
Donald Trump’s raucous disruption to global markets did not stop this SMSF from recording its third-best performance in a decade.
‘Red alert’ for dodgy advisers pushing risky super schemes
Deputy chairwoman Sarah Court says ASIC is already investigating two big platform trustees for failing to protect consumers from high-risk investments.
Retail investors are laughing all the way to the (Commonwealth) bank
Many self-managed superannuation funds hold CBA shares directly and have been richly rewarded by the bank’s bull run. But what to do next?
The maths that makes SMSFs a tax reform target for Chalmers
SMSF growth has kept pace with big super funds. Tim Toohey says this all comes down to tax – and that could put a target on the sector.
June
SMSF trader accidentally triggers trading halt
SMSF members trying to manage their tax settings are causing dramas even without the new $3 million balance changes.
ASIC probes investment scheme sold to hundreds of SMSFs
Investment company Australian Fiduciaries is being investigated for potential malfeasance involving hundreds of self-managed super funds and $160 million in retirement savings.
The easy way to boost your super (and get a $44,400 tax break)
Topping up your super is a perennial end-of-financial-year activity. But there are a host of other things you should look at.
How the $3m super tax will change SMSFs forever
The tax and investment playbook developed for big balance SMSFs over the past 25 years is about to be ripped up. Here’s what might change.
How can my SMSF qualify as a ‘sophisticated’ investor?
Consumer protections are far greater for retail investment products than those sold to wholesale investors.
WiseTech director’s $1.6 billion SMSF buys and sells
Charles Gibbon owns one of the country’s largest super balances. It contains a stunning South Coast property.
Superhero’s valuation climbs to $150m in wealth management push
The superannuation and advice platform is also hiring senior figures from State Street Global Advisers and Rest Super as part of its expansion plans.
May
Labor’s super tax is reasonable if done properly. Here’s why
The proposed tax changes could make Australia’s superannuation system fairer – if unintended consequences are avoided.
WiseTech directors have more than $2b sitting in SMSFs
Charles Gibbon and Michael Gregg are the billionaire poster boys of self-managed super funds as the government seeks to crackdown on them.
Let’s just relax and pass the fair and affordable super tax
Even if you have to pay the tax, your comfortable retirement is safe, and you are still getting the benefit of tax concessions.
There is a case to reform super tax breaks. But not this way
Australia’s tax breaks on retirement balances are generous. But the treasurer is going about reform the wrong way, experts say.
Why auditors fear Labor’s $3m super tax
SMSFs affected by the proposed $3 million super tax will pay more for valuations, audits and accounting services, and are more likely to end up in legal disputes.
Is it time to currency hedge your SMSF portfolio?
The recent downward pressure on the US dollar should cause Australian investors to review their currency position.
Wealthy savers face double tax hit under Chalmers’ super grab
Self-managed super funds face double taxation of capital gains under Treasurer Jim Chalmers’ planned extra tax on balances above $3 million.
Universities cutting courses could cruel financial advice expansion
The demand for financial advice and advisers is rising, but universities are closing the courses that train them. That’s a problem for everyone.