SMSF – What you need to know

SMSF update: Proposed downsizer contribution

Thursday, November 23rd, 2017
As part of the 2017-18 Federal Budget, the government announced the introduction of the “downsizer contribution” allowing people to downsize the size of their home and contribute some of the proceeds to Superannuation. So, what are the details and how...Click to view

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

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