Columns

Research

Portfolio performance comparison September 2018

SMSF Benchmarks’ SMSF 60 Benchmark Portfolio is based on how the average SMSF trustee, who has a risk profile of 60 per cent growth/40 per cent defensive assets, is investing.

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Investing

The push for innovation materialises

The federal government’s drive to encourage innovation and innovative companies has opened up a new investment opportunity for SMSFs.

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Investing

Making commercial property work

SMSFs can reap real rewards from allocations to commercial property. Lauren Ryan takes a look at the merits of owning commercial property, including business real property, inside an SMSF, as well as some of the pitfalls.

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Research

Portfolio performance comparison December 2018

Nick Shugg provides the latest SMSF tables to assess how well client investment portfolios are performing and analyses what asset classes are currently the strongest. Is there a role for advisers in a world where investors are moving towards exchange-traded funds (ETF)? Absolutely, although it does depend on what their value proposition is. If an […]

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Strategy

Death and disability tax efficiency

Tim Miller looks at the merits of claiming future service period tax deductions when an SMSF member suffers ill health or passes away.

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Strategy

A plea for professional common sense

The Financial Adviser Standards and Ethics Authority proposed recognition of existing qualifications with regard to the industry’s new educational standards has caused a lot of concern, especially in the accounting community. Bronny Speed illustrates what the current situation looks like and details some changes the industry is calling for. As a qualified chartered accountant (CA) […]

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Compliance

Know who supplied the trust deed

Advisers and their clients need to know who supplied the SMSF trust deed they are using as it may have significant adverse consequences, writes Daniel Butler.

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Strategy

Is bigger really better?

Graeme Colley assesses the potential benefits and drawbacks of the proposal to increase the maximum number of members in an SMSF from four to six.

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Legislation

The winds of change

There are several changes on the horizon set to have a significant impact on the financial advisory sector. Grant Abbott examines how they will affect SMSF practitioners.

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Compliance

The defined benefit pension problem

Transfer balance cap and transfer balance account issues have arisen due to the ATO’s treatment of commutations involving defined benefit income streams, writes Melanie Dunn.

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