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.

Increase in frauds and fake schemes targeting SMSFs

The ATO have recently released a warning to SMSFs (and this applies to any individual investor regardless of ownership str...

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Extension of temporary reduction in super minimum drawdown rates

In 2020 as part of the Government’s response to COVID-19, the minimum drawdown rates for SMSF members receiving an i...

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The transfer balance cap – changes from 1 July

The transfer balance cap is essentially a limit on how much superannuation a member can transfer from the accumulation pha...

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SMSF membership increased to 6

The ATO have alerted SMSF trustees that the laws have changed with regard to how many members a SMSF can have. On the 22nd...

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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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