Latest Commentary, Ideas & Updates

Find the latest commentary, investment research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

SMSFs and newly built homes

The ATO have recently alerted SMSF trustees about four things to consider when investing in developing or building new res...

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The ATO’s voluntary disclosure service

The ATO have recently provided a reminder to both SMSF trustees and their auditors about the use of their voluntary disclo...

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Increase in SMSF membership to 6: Bill introduced to Parliament

A bill to increase the maximum number of members that a SMSF (or small APRA fund) can have from 4 to 6 has been introduced...

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SMSF contributions: change to age limits

The ATO have recently reminded SMSF trustees that as part of the “Superannuation – improving flexibility for older...

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ATO warning on the COVID early release scheme

The ATO have recently warned that they will take action against individuals who attempt to game the system with regards to...

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COVID Super early release deadline extended

The Government have announced that the application period for the early release of up to$10,000 from super funds due to CO...

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ATO reminder of 50% reduction in minimum pensions

With the end of the financial year almost upon us, the ATO have just released a reminder  to SMSF trustees about the temp...

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Topping up or starting new SMSF pension due to COVID losses

For many SMSF members, the sharp falls in investment markets recently may have had an adverse impact on account balances f...

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SMSF giving rent relief due to COVID-19

One of the key issues facing SMSFs who own real property is the effect that COVID-19 has had on the business or individual...

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