Category Archives: Equities

SMSFs and Related Party Transfers

Earlier this year, the Government began moves to ban off-market transfers of assets to self-managed superannuation funds (SMSFs) from related parties.  A related party of your SMSF broadly includes any other member of the SMSF, an employer that contributes to the fund by agreement (“standard […]

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Dividend stocks ideal for SMSFs

Self-managed super fund trustees must consider having a solid exposure to dividend stocks even as they move into retirement, according to Legg Mason. As investors approach retirement their saving priorities change from growing their pension pot to preserving it. Traditionally this has seen retirees move […]

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