TOPIC

SMSF STRATEGY News & Analysis

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
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
The pros and cons of taking the DIY super route
Retirement
The pros and cons of taking the DIY super route
A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra...
Tony Kaye | 01 August 2024
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 26 June 2024
SMSF facts and figures
Retirement
SMSF facts and figures
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
Meg Heffron | 09 January 2024
Are you ready for an SMSF? Here’s a checklist to find out.
Investing
Are you ready for an SMSF? Here’s a checklist to find out.
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 11 September 2023
The ultimate superannuation EOFY checklist 2023
Personal Finance
The ultimate superannuation EOFY checklist 2023
Now is the time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist.
Liam Shorte | 08 June 2023
What the Federal Budget means for retirees
Retirement
What the Federal Budget means for retirees
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
James Gruber | 10 May 2023
My self-managed superannuation fund investments — Part 1
Retirement
My self-managed superannuation fund investments — Part 1
In this first article, I will outline the funds I selected for my own SMSF in two of the most difficult asset classes—bonds and international...
Ross MacMillan | 03 April 2023