Ethics and SMSFs

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It was 1999 when self-managed superannuation funds (SMSFs) first became part of Australia’s superannuation landscape. Over the following twenty plus years, SMSFs have become a significant part of Australia’s $3... Read more continue reading

SMSFs looking to ride the cryptocurrency wave

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The growing interest in cryptocurrency investment in Australia has spread to the self-managed super fund (SMSF) sector, with funds attracted by the appeal of capital gains and the opportunity to... Read more continue reading

Can an SMSF member with a majority interest in the Fund expel another member? 

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The maximum number of members in an SMSF is expected to increase from 4 to 6 in near future. With economies of scale/pooling of resources, this could open doors to... Read more continue reading

Raiz Invest has SMSFs in its sights

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Raiz Invest, Australia’s largest mobile-first financial services platform, is targeting the $730 billion self-managed super fund (SMSF) sector as part of its strategy to accelerate the growth in its Funds... Read more continue reading

SMSF death benefits – the case for flexibility

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We often want certainty. In a world where there is increasing conflict between family members after a parent dies, and a greater propensity for children to challenge a deceased person’s... Read more continue reading

Uncertain future of attorneys making BDBNs for their principals

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While the facts of a recent NSW Supreme Court case, G v G (No.2) [2020] NSWSC 818, relate to a financial manager appointed under the NSW Trustee and Guardian Act 2009 (NSW)... Read more continue reading

Rice Warner research throws fresh light on SMSF costs

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A research report by the actuarial firm Rice Warner offers clear guidance to existing and potential self-managed super fund (SMSF) members whether this form of superannuation could be cost-effective and... Read more continue reading

Low interest rates prompting LRBA refinancing

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SMSF trustees should not give into the siren call of low interest rate refinancing of their Fund’s loan until they have considered these points. In the current low-interest rate environment,... Read more continue reading

Capital preservation the need of the hour for SMSFs

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Self-managed super funds (SMSFs) will be increasingly attracted to fund managers offering capital preservation post COVID-19, says Davin Hood, Managing Director at Cor Capital, a Melbourne-based investment manager. “With much of... Read more continue reading

Six member SMSF as pooled investment structure

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There is currently legislation before Parliament to increase the maximum number of members of SMSFs from four to “not more than six”.  When passed, the measure will commence from the... Read more continue reading