Latest Insights & Updates

Find the latest investment insights, 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.

Super contribution caps are increasing from 1 July 2021

The ATO have recently alerted SMSF trustees to the fact that superannuation concessional and non-concessional contribution...

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ATO warn of new illegal scheme targeting SMSFs

The ATO have recently alerted taxpayers to a new illegal scheme that is being promoted. They have found a scheme whereby S...

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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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