As the Australian population continues to age, the demand for aged care services has increased dramatically. For individuals who have a self-managed superannuation fund (SMSF), understanding the aged care options available and the eligibility requirements can be crucial. Navigating the aged care system can be complex and overwhelming, especially when considering the financial implications for your SMSF. With various options such as home care, residential aged care, and retirement villages, it is essential to make informed decisions that align with your specific circumstances. This episode of t ..read more

Are you considering investing in cryptocurrency through your Self-Managed Superannuation Fund (SMSF)? If so, you're not alone. With the growing popularity of cryptocurrencies like Bitcoin and Ethereum, many people are looking to diversify their investments and explore this new arena. However, before you jump in and start buying crypto assets for your SMSF, it's essential to understand the rules and regulations surrounding this type of investment. In our latest SMSF Mate podcast, we break down everything you need to know about holding crypto in your SMSF. From compliance requirements to tax im ..read more

As the end of the financial year approaches, it's time for self-managed super fund (SMSF) trustees to start preparing to ensure everything runs smoothly. This can be an overwhelming task, but it's essential for ensuring that the SMSF stays compliant to maximise its returns. With 2022/23 being a particularly turbulent year, trustees need to ensure that they have their finances in order. This means completing the administrative tasks, reviewing investments, and planning for the future. In this podcast, we'll outline some of the critical items that should be on an SMSF's end-of-year checklist. We ..read more

Sustainable investing, also known as ESG investing (environmental, social and governance), is an investment style that focuses on companies that adhere to specific values related to environmental protection, social justice, and corporate responsibility. It is a way of aligning your financial investments with your core beliefs and values. This week on the SMSF Mate Podcast, we talk to Mark Andrich from sustainableplatform.com, who provides an overview of sustainable investing and ESG investing, including the differences between the two and how they can be leveraged to make an impact in today's ..read more

Much like a regular superannuation fund, an SMSF is an excellent way for you to save for your retirement.    The key difference of an SMSF is that the members of the fund have much more flexibility with how they manage the investments in the fund.    Running an SMSF includes things like managing the investments, preparation of financial statements, compliance with the fund and completing the annual audit requirements.   Let’s talk about the pros and cons of having an SMSF with Gareth, Ashwin and Tim as they talk about their personal experiences when running an SMSF. &n ..read more

This week, the SMSF Mate team have another general Q&A session with the resident accountant Ashwin and financial advisor Sonny about the common question: what is a self-managed super fund? Gareth runs through the top questions he has about how a self-managed super fund work and everything to consider when operating one as a trustee. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate, so you don't miss any of our future episodes. Check out our website here for all the information on SMSFs: https://www.smsfmate.com.au ..read more

Follow up from last week's episode, the SMSF Mate team have a general Q&A session with the resident accountant Ashwin about everything property investment within an SMSF.  Gareth, David and Tim chat to Ashwin from Eventum Accounting about all the do's and don't when it comes to investing in property from an SMSF. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate so you don't miss any of our future episodes. Read the full article on the SMSF Mate website here: https://www.smsfmate.com.au/smsf-property-investment ..read more

This week on the podcast, the SMSF Mate team are talking to Arjun Paliwal from InvestorKit about everything you need to know when it comes to property investment within an SMSF. Everything from what is driving the property market, interest rates, inflation and property hot spots.  Gareth, Sonny, David and Tim discuss with Arjun the way InvestorKit approaches the property investment market. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate so you don't miss any of our future episodes. Read the full article on the SMSF Mate website here: https://www.sm ..read more

Back by popular demand, the SMSF Mate team are talking about how much for retirement and the important considerations to make when planning for retirement. It's not so much what you need but what you are going to spend, according to Ashwin, which is an interesting way of looking at it. Gareth, Ashwin, Sonny and Tim discuss ways that they are planning for retirement and what they feel are the most important factors. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate, so you don't miss any of our future episodes. Read the full article on the SMSF Mate websit ..read more

Buying crypto in an SMSF can be daunting, and many SMSF trustees are probably wondering how they can go about it safely and within the bounds of superannuation laws and legislation. There are many ways to gain exposure to digital assets within an SMSF, whether it be holding the asset directly in your own crypto wallet or investing in a crypto fund or listed asset.  In this episode of SMSF Mate's podcast, Tim Johnston from Apollo Capital joins the SMSF Mate team, Gareth, Ashwin, and Sonny, to discuss all the considerations one should make before investing in crypto within your SMSF. You ca ..read more