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SMSF News & Analysis

Meg on SMSFs: Where are the risks in our major super sectors?
Personal Finance
Meg on SMSFs: Where are the risks in our major super sectors?
SMSFs are often portrayed as the risker option, but does that tell the full story?
Meg Heffron | 19 December 2024
SMSF assets hit $1 trillion for the first time
Retirement
SMSF assets hit $1 trillion for the first time
Latest figures reveal the estimated assets of SMSFs have topped $1 trillion for the first time. It’s quite an achievement for a sector not yet...
James Gruber | 04 December 2024
Australians feel ill-prepared for retirement, one cohort is an exception.
Personal Finance
Australians feel ill-prepared for retirement, one cohort is an exception.
Australian retirement savings in numbers.
Shani Jayamanne | 12 November 2024
A guide to valuing SMSF assets correctly
Retirement
A guide to valuing SMSF assets correctly
SMSF trustees are required to value all fund assets, including property, at market value when preparing the fund's financial statements each year....
Shelley Banton | 07 November 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 03 November 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 21 October 2024
Most popular shares in SMSFs
Stocks
Most popular shares in SMSFs
With data showing the continued rise of SMSFs, we explore the top stock picks of individual investors
Simonelle Mody | 16 October 2024
Winding up SMSFs that are paying a pension requires care
Personal Finance
Winding up SMSFs that are paying a pension requires care
People often assume that you should wind up an SMSF as quickly as possible. Taking a slower and considered approach might be wiser.
Meg Heffron | 04 September 2024
Super is not only for retirement
Retirement
Super is not only for retirement
Hundreds of thousands of Australians have no intention of running down their super to $1 on the day they die.
Graham Hand | 21 August 2024
My own reasons for early SMSF establishment
Retirement
My own reasons for early SMSF establishment
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
Meg Heffron | 08 August 2024