SMSF property investment rules
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
Articles by Penny Pryor
Super news for December 2022
Downsizer eligibility age lowered from 1 January, TWUSUPER and Mine Super enter merger talks, Bank-owned super funds required to disclose dividends, ASIC issues updated guidance on SMSFs, Retirement costs rise with inflation, Total superannuation assets fall, HNW investor numbers ease as assets grow, 57% pass rate for November financial adviser exam.
Super news for November 2022
Objective for superannuation to be legislated, Vanguard Super launches lifecycle super fund, Super funds that failed performance test cut fees, AMP launches income for life account, Income limits for Commonwealth Seniors Health Card rise, SMSF data for June 2022.
Super news for October 2022
Big shift to more conservative super options, ESG funds reach a tipping point and the Federal Treasurer announces a new investment industry roundtable.
Single women and super: How 3 women beat the statistics
Older single women face increasing challenges to building a superannuation balance that can adequately support them in retirement.
What SMSF trustees need to know about exempt current pension income (ECPI)
It’s worth getting your head around the ECPI rules, as they can provide tax benefits if your SMSF is paying a pension.
Super news for September 2022
Pensioners allowed to work more to boost labour market, Separating de facto couples in WA can now split super, Vanguard Super on track for 2022 launch, Biggest SMSF in Australia has over $400 million in FUM, SMSFs become more popular with younger investors, Quality of advice review proposes removal of Statement of Advice requirements, November deadline looming for Director IDs.
SMSFs: What to do if you get a breach notification from the ATO
If your SMSF comes to the attention of the ATO for the wrong reasons, don’t panic; swift remedial action is generally the best policy.
Super news for August 2022
Former Dixon clients need to make complaints ASAP, ASIC warning on super complaints handling, ATO warns of SMS scams, First RBA review in three decades announced, Early release scheme came at a real cost for millions of Australians, New research identifies lower super balances may be needed for retirement.
Where is technology for SMSFs headed?
Rapid advances in technology could help make lighter work of managing your own super fund and potential cost savings.
Super news for July 2022
Retirement Income Covenant goes live, Super fund average performance drops, Deeming rates frozen, YFYS performance test to be reviewed, SMSF numbers continue to increase.
Should you develop a retirement income strategy for your SMSF?
The new retirement income covenant effective from 1 July doesn’t apply to SMSFs, but that doesn’t mean trustees can’t learn from it.
Minister promises no more regulatory shock for super
In an exclusive interview the Assistant Treasurer and Minister for Financial Services, Stephen Jones, has promised no more “regulatory shock” for the superannuation sector.
How to boost your SMSFs immunity to cybersecurity threats
Keeping yourself and your SMSF safe online is critical these days. So take our SMSF cybersecurity questionnaire to make sure you’re covering all bases.
Super news for June 2022
Superannuation assets rise by nearly 10% over the year, Mercer to acquire BT Super, inflation hits retirees, super fund customer satisfaction awards, new super fund mergers announced.
How to avoid getting caught in the in-house asset trap
Getting in-house asset rules wrong could cost you and your SMSF thousands of dollars but they continue to be one of the most common contraventions made by trustees.
Member direct vs SMSFs
Many large superannuation funds now offer a member direct option which can be a good training ground for anyone considering an SMSF.
Members benefit from more superannuation board diversity
More women and people of diverse backgrounds on superannuation fund boards should translate to better outcomes for members.
