Today
How can my SMSF qualify as a ‘sophisticated’ investor?
Consumer protections are far greater for retail investment products than those sold to wholesale investors.
This Month
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.
You are (much) wealthier than you know, thanks to an $897,610 perk
The aged pension means every couple in Australia is already a millionaire – they just don’t know it. Here’s how we worked that out and what it means for you.
April
This tax strategy makes it hard to lose money when markets fall
The tax benefits of salary sacrificing into super are so good, markets would have to drop by at least 20 per cent for most people to be worse off.
How a bear market will hit your wealth: From $200k to $3.8m
So far, the cost of Donald Trump’s presidency has been felt by bond and stock traders. But if pain persists, it could cost wealthy retirees $100 a week.
Why your SMSF is not a de facto private bank
Many self-managed super fund trustees continue to cite a handful of persistent myths to justify – or excuse – unlawful loans.
Trump’s tariffs could hit Australian Boomers like nothing before
The superannuation sector has become a major driver of spending, so a market meltdown could flow through to the broader economy in a way we haven’t seen before.
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.