ATO warns SMSF on sole purpose test for property investment
February 25, 2023

ATO warns SMSF on sole purpose test for property investment

 

Property investment by an SMSF will fail the sole purpose test if it provides pre-retirement benefit to someone such as personal use of a fund asset, warned the ATO director of the SMSF Auditors Segment.

 

by zfs
Why superannuation fund fees matter
February 18, 2023

Why superannuation fund fees matter

The fees you pay on your super could have a material impact on how you retire, which is why it's important to understand how they work.

by zfs
One in seven SMSF directors yet to apply for ID
February 17, 2023

One in seven SMSF directors yet to apply for ID

 

Around 100,000 SMSF directors still need to apply for their director ID despite the deadline passing two months ago.  Extensions are available for legitimate reasons.

 

by zfs
Beating back inflation, but at what cost?
February 14, 2023

Beating back inflation, but at what cost?

Joe Davis, Vanguard’s global chief economist, gives a high-level overview of where the economy and markets are likely headed in 2023. Inflation is abating, thanks in part to central banks’ aggressive actions, but it may come at a cost, with recession likely in most developed markets. But it may not be all bad news for the financial markets.

by zfs
A review of the last two decades in investing
January 31, 2023

A review of the last two decades in investing

Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.

by zfs