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.

SMSF updates: lodging on time, valuing assets, investment strategy, scams

With the end of the financial year come and gone, and with SMSFs in the process of doing (or at least contemplating) their...

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SMSFs must use SuperStream for rollovers from 1st Oct 2021

The ATO have recently alerted SMSF trustees that they must use SuperStream Rollover v3 if they wish to do any full or part...

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COVID relief for SMSF trustees extended to 2021-22 financial year

The ATO have recently announced that the COVID-19 relief for SMSF trustees will be extended into the 2021-22 financial yea...

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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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