Columns

Strategy

Super aid for housing affordability

The First Home Super Saver Scheme is a mechanism that was handed down in the 2017 federal budget to help address the housing affordability problem for younger Australians. Rob Lavery examines how the scheme works and how effective a strategy it can be.

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Research

Portfolio performance comparison May 2018

Let’s go back to October 2017. By my reckoning a significant event happened. The bell rang to announce the bottom. The 90-day bank bill rate hit its low point of 1.68 per cent. It has now quietly climbed to 2.04 per cent. That’s only a tiny increase of 0.36 percentage points compared to a fall […]

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Compliance

Purchasing property properly

FASEA; Graduate Diploma; bridging course

There are many ways an SMSF can purchase property. Knowing how a property can be acquired, as well as the compliance measures that must be adhered to, is critical, writes Graeme Colley.

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Strategy

The SMSF all-rounder

The change in rules governing transition-to-retirement income streams has made these arrangements more versatile for trustees, writes Tim Miller.

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Investing

The prosperity of SMSFs

SMSFs continue to attract criticism for poor performance stemming from a lack of portfolio diversification. Gemma Dale uses the latest data to assess the real situation.

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Strategy

Where to for estate planning

Estate planning is an aspect of SMSF advice that has renewed relevance since the super reforms were introduced. While certain matters remain under discussion, Jemma Sanderson takes a look at the items requiring consideration now.

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Research

Portfolio performance comparison February 2018

The returns for the year ended 28 February 2018 have had a significant impact on SMSF portfolios heavily invested in local shares, regardless of whether this was driven by the search for capital growth or income, as well as those funds with a significant allocation to residential property.

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Research

A better performance measure

Nick Shugg introduces more relevant performance tables to assess how SMSF investment portfolios are tracking.

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Strategy

The new non-concessional landscape

The ability to make non-concessional contributions is now inextricably linked to a member’s total super balance.

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Strategy

Taking a fresh look

The super reforms have significant consequences for estate planning in the immediate future.

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