Blog

Owning property through a self-managed super fund (SMSF) can be a long-term investment, but the responsibility does not end when the purchase settles. Trustees also need to understand what the property is worth, keep records to support that figure and...

Tax planning has never been so crucial for SMSF trustees having significant super balances. Under the provisions of Division 296, from 1 July 2026, a tax will be imposed on individuals having super balances of over $3 million. The application...

Managing a Self-Managed Super Fund (SMSF) comes with significant responsibilities, and staying informed about regulatory updates is one of the most important. Every year, the Australian Taxation Office (ATO) reviews compliance priorities, reporting obligations, and administrative processes to ensure trustees...

Running your own SMSF sounds simple in the beginning. You get more control over investments, flexibility with retirement planning, and the freedom to make your own financial decisions. But what many trustees don’t realise is that an SMSF also comes...

For many Australians, superannuation feels like money that’s “out of sight, out of mind.” It quietly grows in the background while you focus on everyday expenses. But when financial pressure builds rising bills, mortgage stress, or unexpected costs it’s tempting...

Managing your own superannuation can provide greater control, flexibility, and investment opportunities. However, running a Self-Managed Super Fund (SMSF) also comes with strict regulatory obligations. Trustees must follow the rules set by the Australian Taxation Office (ATO) and the Superannuation...

Self-Managed Super Funds (SMSFs) continue to grow in popularity across Australia. With greater control over investments and retirement strategies, many Australians are attracted to the flexibility SMSFs offer. However, that control comes with responsibility and that’s where the role of...

Every financial year brings a fresh set of SMSF compliance updates, but 2026–27 is shaping up to be one of the most significant in years for self-managed super funds (SMSFs) in Australia - not just because of the usual ATO...

Managing a Self-Managed Super Fund (SMSF) gives trustees more control over their retirement savings. However, that control also brings strict compliance responsibilities. One of the most critical and often misunderstood parts of SMSF administration is meeting ATO due dates. Every...