SMSF
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December 2023 SMSF newsletter
Your 2024 SMSF calendar, SMSFs and estate planning: Part 4, Small APRA funds: What are they and why would I need one?, SMSF investment rules: Collectables and personal use assets, SMSFs: Investment property tax deduction mistakes to avoid
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November 2023 SMSF newsletter
SMSF investment: Most popular Australian shares, international shares, managed funds, ETFs, and LICs/LITs, How do ETFs compare to LICs/LITs and managed funds?, What you need to know about six-member SMSFs, SMSFs and estate planning: Part 3
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October 2023 SMSF newsletter
Choosing an SMSF service provider, SMSF guide to currency hedging, SMSF loans: What are the SMSF borrowing rules?, SMSFs and estate planning: Part 2, Managing your SMSF through a recession
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September 2023 SMSF newsletter
SMSFs and estate planning: Part 1, Which SMSF expenses are tax deductible?, SMSFs: How to deal with lost paperwork, Diversification and your SMSF: Why and how to do it, Super pensions vs lump sums: How they differ and why it matters
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August 2023 SMSF newsletter
SMSFs: Getting ready for the annual meeting with your accountant, SMSFs: What advice can your accountant provide?, Writing your SMSF investment strategy (including templates), ETFs: How do I use them and what do they cost?
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July 2023 SMSF newsletter
Property development in an SMSF: Recent ATO guidance, Commuting an SMSF account-based pension, SMSF returns are on par with large funds, Tax in SMSFs and regular super funds: How do they differ?, Non-arm’s length expenditure: NALE
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June 2023 SMSF newsletter
SMSF property ownership: Trustee requirements and obligations, EOFY: Getting your SMSF in order, TBAR: Transfer balance account reporting for SMSFs, SMSFs: Minimum account-based pension payments, strategies and calculator
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May 2023 SMSF newsletter
SMSFs and property: Business real property, SMSFs and non-arm’s-length income (NALI), SMSF statistics: 1.1 million members with $869 billion in super, SMSF investing: An adviser’s insight into mFunds
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April 2023 SMSF newsletter
SMSF property ownership options and opportunities, Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?, SMSFs and cryptocurrency investments, Which asset classes are popular with SMSFs?
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March 2023 SMSF newsletter
Super tax breaks to be reduced for accounts with more than $3 million, SMSF death benefits: Who are my dependents and why does it matter?, Guide to SMSFs and insurance, SMSFs: How to start a pension, Transfer Balance Cap indexation: Opportunities for SMSF members?