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.

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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Late SMSF annual return will change your fund status

The ATO have recently announced that SMSFs that lodge their annual return late will receive a “change in the status&...

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Early access to Super – COVID-19 temporary measures

Temporary early access to superannuation As part of its response to the COVID-19 situation and the significant number of w...

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Reductions to minimum pensions and deeming rates

Minimum Pensions As part of the the Government’s response to the COVID-19 situation, they have announced changes to ...

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SMSF Trustee update – Bushfires + early release warning

Bushfire support for SMSFs: The ATO has just released an update for any SMSFs that were in what they call a “bushfir...

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SMSF Trustees – New Salary Sacrifice & SGC rules

New Salary Sacrifice and SGC rules from 1 January 2020. From the 1st of January 2020, the rules around how the superannuat...

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