Knowledge Topics
- Changes in the wings for SMSFs
- What your financial planner should look like by 2024 as new standards kick in
- Court decisions a sharp reminder of SMSF trustee responsibilities
- - PODCAST: A frank discussion about the ALP dividend proposals
- Franking Credits +
- - SMSF Association submission on the implications of removing refundable franking credits
- - Labor's franking credit proposal
- - Franking Credits Inquiry Announced: Have your story heard
- Retiree self-protection: A volatility-and-downturn 'bucket'
- September 2018 +
- - Three-year SMSF audits are no 'fix-all' solution
- - PODCAST: SMSF strategies, benefits and traps you need to know
- August 2018 +
- - Guard your super
- - FPA Share the Dream 2018 Research Report
- - Examining the S in SMSF
- July 2018 +
- - The future of SMSF reporting is here
- - Fear factor investing
- - The good, bad, and potentially ugly for SMSFs
- - The growth of savings outside super
- June 2018 +
- - New contribution rules in run up to the end of financial year
- - Why SMSFs want estate-planning advice
- - SMSFs: Our 'hardest' jobs
- - Australia's SMSF Army
- May 2018 +
- - Common trustee trip-ups and how to avoid them
- - A higher standard
- - 2018 SMSF Insights Research Paper: Diversification in Self Managed Super Funds
- - Why a new financial year is often a super crunch time
- - Super money in, super money out
- - Invest in yourself as an investor
- April 2018 +
- - Opposition to the Australian Labor Party's Franking Credit Policy Letter
- - SMSF Association Policy Position: Labor’s Imputation Credit Policy
- March 2018 +
- - What an SMSF investment strategy means for non-SMSF investors
- - The popular choice for new SMSFs: A corporate trustee
- - Millions of multiple super accounts erode savings
- February 2018 +
- - Potential pension minefields
- - What's ahead for SMSFs?
- January 2018 +
- - ATO defers lodgement date of SMSFs for 2016-17 financial year
- November 2017 +
- - Realism-v-reality - working part-time as retirees | November 2017
- - Wanted: Estate-planning advice for SMSFs | November 2017
- - 'Sandwich generation' faces new challenges | November 2017
- October 2017 +
- - Super changes require rethink on estate planning | October 2017
- - Think ahead about smart retiree spending and investing | October 2017
- - Self-employed? Don't miss out on super | October 2017
- - How to make better investment decisions | October 2017
- September 2017 +
- - The simplest way to think about an ETF portfolio | September 2017
- - Investing as a couple: the power of two | September 2017
- - A real-world benchmark for SMSF performance | September 2017
- - SMSF Retirement Insights - SMSF Association & Accurium Research | September 2017
- - Concentration can be a good thing - but not in your portfolio | September 2017
- August 2017 +
- - The great Australian (retiree) dream | August 2017
- - Our 'hardest' SMSF tasks | August 2017
- - FPA Live the Dream 2017 Research Report | August 2017
- - The digital investor and the 'ostrich effect' | August 2017
- - Why currency matters to Aussie investors | August 2017
- July 2017 +
- - A lesson in good investment habits | July 2017
- - Is your SMSF retirement-ready? | July 2017
- - Getting the jump on extra super contributions | July 2017
- - Why grey mortgage debt is rising | July 2017
- - Super drawdowns: addressing a retirement myth | July 2017
- June 2017 +
- - New financial year strategies and resolutions | June 2017
- - Confused about rate announcements? Here's why they matter to investors | June 2017
- - The ATO's top five questions for retirees
- - The ATO's top five questions for high income individuals
- - Greater choice means more homework for ETF investors | June 2017
- - The ATO's top five questions for SMSF trustees
- May 2017 +
- - The right questions to ask yourself in June | May 2017
- - ETF investors hear low-cost diversification message | May 2017
- - 2017-18 Federal Budget Update - a quiet night for SMSFs
- - Characteristics of a 'desirable' investment product | May 2017
- April 2017 +
- - A vital SMSF question: A corporate trustee or individual trustees? | April 2017
- - Practical ways to control portfolio drift | April 2017
- - Why asset allocation really matters | April 2017
- March 2017 +
- February 2017 +
- - A realty check for accessing super early | March 2017
- - Your first SMSF portfolio: Don't overlook fundamentals amid super changes | March 2017
- - Dollar-cost averaging for millennial investors | March 2017
- - Almost the world's best for retirees | March 2017
- - Competition heats up for your retirement dollars | March 2017
- - Why SMSFs hold a lion's share of retiree market | March 2017
- - Jump-start your retirement savings | February 2017
- - Don't let your portfolio end up like a gym membership | January 2017
- January 2017 +
- December 2016 +
- - Why investors should heed, but not act on, market forecasts | December 2016
- - A critical time for specialist advice | December 2016
- November 2016 +
- - Older, wiser, more realistic | November 2016
- - The US election: What happens now? | November 2016
- - SMSFs show restraint in hot residential market | November 2016
- - Meet SMSFs' early and late arrivals | November 2016
- - SMSF trustees advised to ignore market uncertainty post US poll | November 2016
- - Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017
- - Myth: There is a lack of diversification in asset allocation choices
- - Myth: SMSFs are overexposed to property and are driving a housing price bubble
- - Myth: SMSFs are not regulated
- - So, you've saved for retirement: what's next? | October 2016
- - NEW RESEARCH: SMSF Association research into SMSF contribution patterns
- - Stretching retirement income | October 2016
- September 2016 +
- - 8 common mistakes you can avoid
- - The path of least resistance: ETFs or managed funds? | September 2016
- - The gymnastics of keeping your portfolio balanced | September 2016
- - ETF trailblazers | August 2016
- August 2016 +
- - SMSFs keep property exposure in check | August 2016
- - Cost Control | August 2016
- - Taking more than you need from your nest egg? | August 2016
- - A wide-angle lens on market movements | August 2016
- July 2016 +
- - NEW RESEARCH: SMSFs still on track for comfortable retirement | July 2016
- - Election highlights need to set long-term super goals | July 2016
- June 2016 +
- - SMSF End of Financial Year Checklist | June 2016
- - What will the Federal election mean for your self managed super fund? | June 2016
- - What you need to know at end of Financial year | June 2016
- May 2016
- - The tips for rolling over to a self managed super fund | May 2016
- - Alternative ways to make money in a low-rate environment | May 2016
- - SMSF's remain the 'best super option' post budget | May 2016
- - Media Release - Super changes cause for concern for SMSFs | May 2016
- - Federal Budget Advocacy Scoreboard | May 2016
- - SMSF Association Budget Update 2016-17: The most significant changes to superannuation since 2007 | May 2016
The ATO's top five questions for high income individuals
To debunk some of the misconceptions surrounding the new superannuation changes commencing 1 July 2017, the ATO have outlined five of the most frequently asked questions and their corresponding answers to assist you in preparing for the changes ahead.
