SMSFs Articles

Showing 1 to 10 of 24 articles:
Daniel Butler
DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY  |  FRIDAY, 9 MAY 2025
There can be significant advantages to making a voluntary disclosure including the potential to rectify and minimise penalties and other adverse consequences. Read more
David Court
DAVID COURT  |  THURSDAY, 17 APR 2025
The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more
Christopher Overton
CHRISTOPHER OVERTON  |  FRIDAY, 28 MAR 2025
While superannuation laws do not prohibit an SMSF from providing host services to the public, there are a number of considerations one must take into account. Read more
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 17 JAN 2025
Property investment within SMSFs remains a popular strategy for building retirement wealth, but compliance requires a comprehensive approach. Read more
Betashares
BETASHARES  |  FRIDAY, 29 NOV 2024
This paper provides a step-by-step approach to crafting an SMSF investment strategy that uses ETFs as a means to achieve one's retirement goals. Additionally, it will delve into crucial aspects such as risk profiling, insurance considerations, and other ... Read more
Tim Howard
TIM HOWARD  |  FRIDAY, 25 OCT 2024
One of the unique aspects of self-managed superannuation funds (SMSFs) is their ability to borrow money to invest. The ability to borrow, however, should not be confused with the borrowing principles that may apply to individuals, companies or trusts ... Read more
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 20 SEP 2024
Is near enough good enough when valuing SMSF assets? Read more
Juston Jirwander
JUSTON JIRWANDER  |  FRIDAY, 24 MAY 2024
This paper examines the strategic reasoning behind their inclination towards SMSFs, incorporating insights from the ATO guidelines and relevant financial literature. Read more
Stuart Sheary
STUART SHEARY  |  FRIDAY, 3 MAY 2024
This paper outlines some of the essential aspects to help effectively navigate the process of making personal deductible contributions (PDCs) into superannuation funds. Read more
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 2 FEB 2024
While it might appear straightforward, attention to detail is the key to owning SMSF assets. With Regulation 4.09A of the Superannuation Industry (Supervision) Regulations 1994 now one of the most reported breaches to the Australian Taxation Office ... Read more
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