SMSF

Jan 5, 2026
Rebuilding after natural disasters – where to start
Australia experiences multiple natural disasters every year and if you’ve lost your home, property or business to a natural disaster, knowing what to do next can be daunting. The good news is
Dec 12, 2025
Payday super: further changes for employers
If you're a small business owner, you've probably heard about "payday super" coming in July 2026. The government has just introduced further measures (to be debated in parliament next year) that will
Nov 6, 2025
New developments: changes announced to proposed Division 296 tax and LISTO
Government Updates to Division 296 and LISTO What Could These Changes Mean for You? The Government has announced practical changes to the design and implementation of its proposed Division 296 tax,
Oct 11, 2025 Unlock the benefits of downsizer super contributions
Are you nearing retirement and looking for ways to boost your superannuation savings? Downsizer super contributions might be the perfect solution for you! This unique opportunity allows eligible
Sep 12, 2025 ATO cracking down on early release schemes: what you need to know
When you’re facing unexpected medical bills, accessing your superannuation early on compassionate release grounds can feel like a lifeline. But recent warnings from the ATO, alongside health
Aug 12, 2025
Timing is everything – SMSFs and minimum pension payments
As an SMSF trustee, it’s your responsibility to ensure that all members receiving an account-based pension are paid their minimum pension amounts by 30 June each financial year. If you don’t meet
Jul 4, 2025 Does your partner have far more super than you?
  Why consider contribution splitting? Superannuation contribution splitting offers couples a practical strategy to balance retirement savings between partners. This approach is particularly
Jun 7, 2025
Upcoming superannuation changes from 1 July 2025: What Australian businesses need to know
Superannuation Changes Coming into Effect on 1 July 2025 As part of ongoing reforms to strengthen Australia’s retirement system, several key superannuation changes will come into effect on 1 July
May 6, 2025 Roadmap to retirement: Creating an investment strategy for your SMSF
Taking control of your retirement through a self-managed super fund (SMSF) is a significant decision that puts you in the driver's seat of your financial future. If you’ve decided that an SMSF
Apr 7, 2025
What payday super could mean for you
The way superannuation is paid may be about to undergo a significant transformation. As part of the Labor government’s efforts to strengthen the system, the proposed “payday super” reforms
Mar 27, 2025
Federal Budget 2025 Super Related Measures
On Tuesday, 25 March 2025, Treasurer Jim Chalmers handed down the 2025-26 Federal Budget, his 4th Budget. It was a non-eventful budget for superannuation. The only super item of note was some
Mar 14, 2025
Time to check your super contributions for high income employees
You may be familiar with the minimum amount an employer has to contribute to an employee’s super each quarter: 11.5% this year and 12% from 1 July 2025. You might not be as familiar with the
Feb 11, 2025
Making smart super investment choices
Choosing the right investment option for your superannuation is important for your retirement savings. It's essential to understand the different types of investment options and their associated
Jan 7, 2025
Making financial advice more accessible and affordable
Good news for Australians seeking financial guidance! The Government has announced plans to make quality financial advice more accessible and affordable for everyone.   Why is this
Dec 6, 2024
Balancing super between spouses: a strategic approach to retirement planning
As retirement approaches, couples often discover a significant imbalance in their superannuation accounts. This disparity can become crucial when planning for retirement, and addressing it
Nov 4, 2024
Super Contributions – Why Professional Advice Matters
Excess Super Contributions: A Costly Lesson From a Recent AAT Case A recent Administrative Appeals Tribunal case (BVZH and FCT [2024] AATA 3618) highlights the importance of obtaining professional
Oct 9, 2024
Valuing fund assets for SMSFs
If you are the trustee of a self-managed super fund (SMSF), each year you need to value your SMSF’s assets at market value and provide supporting evidence to your auditor.   Market value
Sep 12, 2024
Accessing Super From Age 60 to 65
From 1 July 2024, the rules for accessing superannuation became somewhat simplified: the preservation age when you can begin to access your benefits is now effectively age 60. However, until you