SPAA highlights borrowing risks for SMSFs

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The SMSF Professionals’ Association of Australia (SPAA) has today issued a fact sheet highlighting the risks to SMSF trustees of entering into a limited recourse borrowing arrangement.  SPAA Technical Director... Read more continue reading

SMSF trustees’ exposure to equities below expectations

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Self managed super fund (SMSF) trustees’ allocation to Australian equities did not keep pace with the strong performance of the share market in the September quarter, according to the latest... Read more continue reading

SMSFs offer mortgage brokers a good opportunity

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The exponential growth in the self managed super fund sector creates opportunities for mortgage brokers to develop specialist knowledge in a complex area, adding real value to their business and... Read more continue reading

SMSF investor intentions index

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The key findings of the September Self Managed Super Fund (SMSF) Investor Intentions Index Investment Trends Report were as follows: Concern levels among SMSF trustees retrace as the market shows... Read more continue reading

SMSFs should be integral to Australian-NZ super accord

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The proposal to exclude self managed super funds from the proposed legislation to allow portability of retirement savings between Australia and New Zealand is both “discriminatory and counter-productive.”  The SMSF... Read more continue reading

How can your SMSF clients utilise their place of work in their SMSF investment

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It’s easy to take the line that if it looks and smells like an in-house asset, then it probably is. Not only is this limiting the investment opportunities available to... Read more continue reading

Renovating property inside an SMSF

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Some investors have misconstrued the ATO’s decision to allow SMSFs to renovate older residential housing. Many have missed the point that renovations can only occur for ungeared property if trustees are... Read more continue reading

16 steps for SMSF borrowing

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A typical borrowing by an SMSF has the following steps and the order of these steps is important to minimise any difficulties in completing the transaction. These difficulties can include:... Read more continue reading

Legal protection for SMSFs

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Self-managed super fund (SMSF) trustees have fewer avenues of recourse against fraud and theft compared with trustees of the Australian Prudential Regulation Authority (APRA) regulated super funds. Prudential supervision APRA-regulated... Read more continue reading

Research from Macquarie and SPAA confirms advisers need to start talkin’ ‘bout your generation

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Advisers need to tailor their advice to clients at a generational level according to the findings of a new report from Macquarie Bank and the SMSF Professionals’ Association of Australia... Read more continue reading