Community
SMSFs warned on NALE uncertainty
Heffron says SMSFs still need to be cautious around non-arm’s length arrangements.Constructing a portfolio using investor profiles
Vanguard research showed that not all younger investors had a high equity allocation and not all older investors reduced risk as they aged. Consider constructing a portfolio using diversified funds that not only considers your investment time frame, but also aligns to your attitude towards risk.ATO upgrades Online services for SMSF auditors
The ATO has made a number of enhancements to Online services for business to improve the process of lodging auditor contravention reports and audit complete advices.
Our ‘hardest’ SMSF tasks
What are the hardest aspects of running your self-managed super fund (SMSF)? There are certainly more and more tasks and professional help my be needed to manage them properly.
Lack of literacy promotes unrealistic goals
A large proportion of Australians have unrealistic retirement goals. (NB: There are financial tools on this site that can help as too can a financial planner)
Young investors: Time is on your side
Today's young investors weren't alive when The Rolling Stones, among others, released versions of Time is on my side yet the song's title just about sums up their lengthy investment horizon.
Is your SMSF retirement-ready?
A landmark stage in the life of a self-managed super fund is when at least one of its members moves from the accumulation phase to retirement phase. (NB: A financial planner can help with this question if you're not sure)
Investors acting their age
Young investors can fall into the trap of being too conservative for their own good, forfeiting compounding long-term returns from growth assets.
ATO locks in details, addresses panic on real-time reporting
The tax office has addressed several points of confusion with the new events-based reporting regime, locked in key deadlines, and outlined what will be included in a new position paper set to be released shortly for the SMSF community.