SMSF – What you need to know

Australia’s super assets to alter our market


Wednesday, June 17th, 2015
The Australian market is being hit by a new, compounding wall of superannuation money, which we think will significantly alter the outlook and composition of returns for the next decade. This has serious implications for policy makers and investors in...Click to view

Demand for LICs


Thursday, April 9th, 2015
The demand for LICs (Listed Investment Companies) from SMSFs has lifted considerably in the last year. The role of consistent fully franked dividends is thought to be the major factor in the growing popularity of LICs, although their relatively low...Click to view

Why Joe Hockey is right on super savings and homes


Thursday, March 19th, 2015
We don’t always agree with Joe Hockey, but we think he’s right to trigger a debate about allowing young Australians to access their super savings to fund home purchases. Indeed, this is the debate we have to have. We need...Click to view

SMSF compliance: ATO’s focus this year


Thursday, February 26th, 2015
Every year, the ATO focuses on a number of compliance areas that it intends to check when reviewing SMSFs during the year. In July 2014, Matthew Bambrick, Assistant Commissioner, Self-Managed Superannuation Funds Segment, spoke at a conference and explained what...Click to view

SMSF Trustees have ultimate compliance responsibility


Thursday, January 29th, 2015
A recent decision of Deputy Commissioner of Taxation v Lyons [2014] FCA 1353 provides another warning and insight for self managed superannuation fund trustees. Facts of the Decision:   The Fund was registered as a self-managed superannuation fund on 6...Click to view

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