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We are pretty open when it comes to our views on chasing paper for your SMSF: We don’t like it!
 

There is always a better way for us to work together, to enable your SMSF to be looked after more efficiently so we can all focus on more important things.  

Get the most from online SMSF reporting

Superfund Partners offers some fantastic online reporting to all our clients.  With the end of the 2015 financial year creeping up on us, we wanted to take the opportunity to give you a quick oversight of some of the information you can view online for your SMSF.

SMSF yield chase has pitfalls

SMSFs chasing income and imputation credits through high-yielding equities on the Australian Securities Exchange need to be mindful of being caught in a dividend trap and being exposed to concentration risk within their portfolios, according to the head of a boutique local fund manager.

New rules on excess non-concessional contributions

SMSF members had a win recently due to changes to the tax treatment of non-concessional contributions that exceeded the relevant contribution cap.  This means that people who breach the cap will no longer face draconian tax penalties of up to 93% – however there is still some complexity you need to be aware of.

SMSF performance reporting and bench-marking available

Our online SMSF accounts have recently been updated with the ability to view a number of portfolio charts including the ability to track the investment performance of your SMSF portfolio against a number of industry benchmarks including the the All Ordinaries, ASX 200 as well as a number of sector specific indexes.

Is an SMSF Right For You?

Recently, I did a podcast with Josh Stega, The Wealth Guy.

His goal is to bring the topic of personal financial planning into discussion and show you how to manage your money, build your wealth and reach your goals.

Should children be members of your SMSF?

A question we often get asked is whether children – either minors or adults – should be included in your SMSF.  In this article we run through some common situations where it can go horribly wrong, and the few occasions when you may be able to make it work.

Firstly,

ATO targets boomers with self-managed superannuation funds

ATO assistant commissioner for SMSFs Matthew Bambrick (above) said a boost in compliance work on the nation’s 531,059 – and growing – funds was not a bad idea.  Photo: Dominic Lorrimer

The following is a verbatim copy of an article originally published by Katie Walsh (@katiewalshAFR) in the Weekend Australian Financial Review 17 January 2015.  

Anti-detriment strategies in practice

In Chloe Ward’s article from November 2014 – Creating a super legacy – we introduced a not so simple, but extremely valuable strategy known as the anti-detriment strategy.  In this article we will explore the strategy in more detail, with a practical example of course,

Direct to consumer managed funds trading now a reality

We’ve partnered with OpenMarkets to successfully complete the first automated direct purchase of an unlisted managed fund for one of our SMSF clients.

The trade was executed through the OpenMarkets Multi-Asset Trading Hub (MATH) and transaction information was subsequently fed directly to us via Class Super’s SMSF administration software.