smsf Archive
Strategic Financial Advice
If you have a self-managed super fund, understanding how it affects aged care means testing is essential. Learn how pension phase, contribution timing and in-specie transfers may influence your assessment.
Financial Updates
The 2026/27 Federal Budget proposes major changes to negative gearing, the CGT discount, discretionary trusts and more. Here is what it means for you.
SMSFSuperannuation
SMSF education is essential for trustees. Understanding SISA rules helps prevent breaches, reduce penalties and protect retirement savings by identifying compliance risks early.
Strategic Financial Advice
A plain-English summary of SMSF trustee obligations: governing rules, sole purpose test, investment strategy, record-keeping, reporting and audits.
Superannuation
The Government’s revised Division 296 super tax targets earnings on very large balances with a simpler, tiered model and a start date of 1 July 2026. Learn what changes, who is affected, and how to plan.
SMSF
Get clear on SMSF tax deductions with our guide on what your self-managed super fund can legitimately claim and what it can’t.
Tax
The transfer balance cap will increase to $2 million from 1 July 2025. Discover how this change to tax-free retirement super affects your plans, whether you're about to retire or already drawing a pension.
SMSF
Navigate the complexities of SMSF asset valuations with ease. Our guide helps you comply with ATO standards and secure your investments.
Strategic Financial Advice
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide.
SMSF
Having a self-managed super fund (SMSF) can be an attractive alternative for managing your super because you get to make the investment decisions. However, there are other things you need to consider.
SMSF
Clients with self managed superannuation funds (SMSF) often ask what assets the SMSF can acquire.
SMSFTax
New legislation will help prevent superannuation assets from being hidden during divorce proceedings.
From 1 April 2022, the Australian Taxation Office (ATO) will be able to release details of an individual’s superannuation information to a family law court.
