2021-22 Federal Budget Update

The 2021/22 Federal Budget has been delivered and it’s reasonable to say that SMSFs have fared well, albeit there is a lot of time and a likely Federal Election between now and the assumed commencement date for some of the measures, so anything is possible. As it stands, if passed, most of the measures will take effect from 1 July 2022.

In this Federal Budget Bulletin we will highlight the key superannuation announcements including two measures specifically targeted at SMSFs and Small APRA funds. Importantly we will compare the announcements with the current state of play to ensure everyone is on the same page with what can and cannot be done at this point in time.

To read this news in its entirety download the PDF version here.

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include

Division 296 Tax Discussion Paper

The proposed $3 million superannuation tax introduced by the Australian Government aims to adjust the tax concessions for individuals with

Valuations for Year End Reporting (Trustees)

It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets

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