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.

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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SMSF 2019 returns deferred until 30 June 2020

The ATO has recently released a statement regarding the issue of COVID-19 and the negative affect this is having on many s...

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New SMSF Member Infographic

The ATO have released a new infographic of SMSF Members by gender 2017-2018. That particular date is when the ATO have the...

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