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Investors Voice Category: SMSF

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Superannuation • SMSF • Federal Budget
5 months ago
super v2

Budget 2022-23 and key SMSF-related changes

This October Budget is the second Federal Budget for 2022 and the first by the Albanese government.
By Tracey Scotchbrook | Policy Manager | SMSF Association
1 0
SMSF • Superannuation • Estate Planning • Wills
11 months ago
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SMSF estate planning and death benefit nominations

A self-managed super fund (SMSF) is one of the key components of estate planning and it is important to consider what will happen to the funds when you or any...
By Shane Ellis*
0 0
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Real Estate • AREITs • SMSF
19 months ago
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Are AREITs still defensive?

Right from the start over 50 years ago, Australian real estate investment trusts (AREITs), then known as listed property trusts (LPTs), were tailored to risk averse investors.
By Pete Morrissey*
0 0
SMSF • Superannuation • Investing
20 months ago
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Why the non-bank sector appeals to SMSFs

The non-bank lending sector’s slice of the commercial real estate debt market is set to grow rapidly over the next three years to an estimated $50 billion by 2024, according to the consultancy firm Plan1.
By Per Amundsen*
0 0
Bonds • SMSF • Investing
23 months ago
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Finding a middle ground in fixed income

These are uncertain times for investors and economies. But with uncertainty, comes opportunity.
By Cameron Window*
1 1
Superannuation • SMSF • Retirement
23 months ago
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Budget 2021-22 and superannuation changes

The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
By Staff Writer
5 2
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SMSF • Investing • Property • Investment strategies
23 months ago
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Does property investment align with your SMSF strategy?

Investing in property through your self-managed super fund can be a highly effective way to build your retirement savings.
By Trilogy
2 0
Superannuation • SMSF • Retirement
2 years ago
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Indexation – transfer balance cap and contributions

There has been a lot of interest and discussions relating to indexation over the past few months.
By Anthony Cullen SuperConcepts
1 0
SMSF • Real Estate • Superannuation • Mortgage Trust
2 years ago
Mortgage Trusts Nick Moore AIA

Four features to consider when investing in a mortgage trust

If you’re seeking a property investment option to include in your Self-Managed Super Fund with the opportunity to provide competitive returns and diversification, but are not looking to own real estate directly, an Australian-based mortgage trust may be an option for you.
By Trilogy
4 1
Exclusive Member Content • SMSF
2 years ago
ask the expert

Ask the expert - An Individual or Corporate Trustee?

Question - My husband and I are trustees of our SMSF. We are considering a change to a corporate trustee SMSF structure. Could you please outline the difference? What are the benefits and limitations of the two structures?
By Damian Grech
0 0
Education • SMSF
2 years ago
Toolkit

Investor’s Toolkit

What gives you an edge when assessing various investment options? Some investors study charts, others read books, whatever you do, it is always interesting to learn about what others are doing.
By IV Editorial Team
5 0
Financial Advice • SMSF
2 years ago
Reflect v2

The Pros and Cons of Financial Advice for your SMSF

The 2020 Vanguard/Investment Trends SMSF investor report found that 32% of Australia’s 600,000 SMSFs seek the assistance of a Financial Adviser, yet more than 50% of SMSF trustees report having unmet advice needs in relation to their SMSF.  
By Cathryn Gross
5 2
Retirement • SMSF • Financial Advice
3 years ago
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SAPTO or Do You Really Need An SMSF?

It is well known that any money withdrawn from superannuation after age 60 is tax-free. What is less well-known is that a couple over the age of 65 can earn $57,948 outside super and also pay no tax.
By Jon Kalkman
0 0
Superannuation • SMSF
4 years ago
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Superannuation - It Isn't A One Size Fits All

If we are to believe everything in the news these days, the superannuation industry appears to be facing an existential crisis; that is except the industry, or union super funds.
By Drew Meredith
0 0
SMSF • Retirement • Financial Planning
4 years ago
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Ageing Your Way

Aged care today means many things; from low-level intermittent assistance with gardening and cleaning the house, to integrated home care packages that combine clinical care, personal care and domestic support in the home.
By Louise Biti
0 0
SMSF • Financial Advice • Legal • Property
4 years ago
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SMSFs and Soap Operas

Apart from being complicated and contorted, the dispute revolved around who was to receive the $1.4M (approximate) death benefit payable from the SMSF following Peter’s death.
By Rebecca Edwards
0 0
SMSF • Superannuation
4 years ago
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Be Careful What You Wish For

Unless you invest in the self-invest option, a transfer to an industry fund will see your money placed in a range of managed options and you will be treated the same as existing members who have no idea where their money is invested or indeed the franking credits they earn.
By Jon Kalkman
0 0
SMSF • Financial Advice
4 years ago
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June 2019 Creates Super Contribution Allocation Trap

Advisers and trustees have been warned to make contributions to their super funds well in advance of the end of the financial year, as a quirk of the 2019 calendar could mean they may be incorrectly allocated to the wrong financial year, and unable to be changed, an SMSF technical expert has said.
By Jason Splits
0 0
Superannuation • SMSF
4 years ago
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The View: Super for Some

Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and Competitiveness”.
By John Abernethy
0 0
SMSF
4 years ago
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The New ‘Ipso Facto’ Regime & SMSFs

While the new law relating to ‘ipso facto’ clauses is not specifically targeted at SMSFs, it is relevant since there are an increasing number of SMSFs, especially SMSFs with corporate trustees, and these SMSFs often enter into various contracts that may contain ‘ipso facto’ clauses.
By Joseph Cheung
0 0
Franking Credits • Tax • SMSF
4 years ago
Franking Credits Explained image

Labor's Franking Credit Policy could Increase SMSF Members

If Labor's franking credit policy is legislated, it could actually result in an increase in SMSF numbers.
By Max Newnham
0 0
LRBA • SMSF
4 years ago
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Limited Recourse Borrowing Arrangements

LRBAs are helping many small business people marry their business goals with their long-term retirement income strategy.
By Lauren Ryan
0 0
SMSF • Financial Advice
5 years ago
pexels david cassolato 818563

10 Ways to Protect Your SMSF From Loss of Mental Capacity

If you have a self-managed superannuation fund (SMSF), you need to plan ahead to ensure that it can still keep going if you lost mental capacity due to dementia (or other reasons such as suffering a stroke).
By Brian Hor
0 0
SMSF • Financial Advice
5 years ago
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How SMSFs are Investing

With global share market capitalization steadily heading towards $100 trillion, many self-managed super fund (SMSF) investors are sitting up and taking notice of offshore performance, seeking opportunities to diversify outside the Australian market by investing in exchange-traded funds (ETFs), listed investment companies (LICs) and mFunds.
By Arnie Selvarajah
0 0
SMSF • Financial Planning
5 years ago
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How to be A Super Woman

Women traditionally can be inclined to be the ‘over-achiever’ when it comes to running their family affairs, juggling a career, running a household, looking after children & elderly family members and community.
By Brooke Gardener
0 0
SMSF • Downsizer
5 years ago
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Sizing Up the Downsizer

Access to a new type of personal super contribution is available from 1 July 2018 – the ‘Downsizer’ contribution. It gives older Australians the opportunity to transfer money into super after reaching 65 without overly complex rules applying.
By Mark Ellem
0 0
SMSF
5 years ago
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Less Red Tape & Greater Flexibility in New Super Rules

Less red tape and more flexibility would result from a decision to expand the number of members allowed in a self-managed super fund (SMSF) from four to six, the Federal Government says.
By Janelle Ward
0 0
SMSF • Financial Advice
5 years ago
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Six Common SMSF Trip-Ups and How to Avoid Them

While getting help from professional advisers is encouraged to help you run your fund, ultimately you, as a trustee, are responsible for complying with the superannuation and tax laws.
By Jordan George
0 0
SMSF • Superannuation
5 years ago
pexels karolina grabowska 5717759 1

Where's Your Superannuation Invested?

Most tradesman will say their super is invested with one of the big industry funds but be completely unaware of the underlying assets in the fund.
By Ishan Dan
0 0
SMSF
5 years ago
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Is there Something Missing from Your Asset Allocation Model?

What’s amazing is that so many people, even when it appears on their fund’s portfolio report, really have no idea what that ‘fixed interest’ piece of pie represents, and so often it is left out of an SMSF portfolio.
By Cameron Window
0 0

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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