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.

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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