News & Views

Enjoy access to a wide selection of information and fact sheets relating to various aspects of SMSF admin and compliance.

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Explanatory Document – Death Benefit Nomination Did you know that your superannuation is not part of your

Enduring Power of Attorney – Death Benefit Nomination All superannuation members should consider having in place an

A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward

Borrowing in your SMSF

Borrowing in your SMSF Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting

3 Ways to get into Property with a SMSF Investing in property through a Self-Managed Super Fund

Division 296 Tax Discussion Paper The proposed $3 million superannuation tax introduced by the Australian Government aims

Valuations for Year End Reporting (Trustees) It is a legal requirement that all SMSFs record and report

Valuations and SMSF Checklist for Year End Reporting (Advisers) As 30 June approaches there are a number

2021-22 Federal Budget Update The 2021/22 Federal Budget has been delivered and it’s reasonable to say that

Death and Incapacity – Who is in control of your SMSF? With many trustees citing ‘control’ as

Why is an Enduring Power of Attorney essential? We all recognize the need for a will when

Cryptocurrency Investments for SMSFs Cryptocurrency is a term used to describe digital assets used as a medium

5 Potential Errors When Running An SMSF While an SMSF offers a number of benefits and can

Top 10 Trustee Tips to Running a Successful SMSF With over 590,000 SMSFs controlling over $760 billion

Precious Metals – How to hold Gold and Silver in an SMSF There are different types of

Understanding SMSF Expenses SMSFs inevitably incur expenses during their operating life. It is important to understand that

Apportioning SMSF Expenses Where an SMSF has retirement phase pension accounts and accumulation accounts there may be

Unsegregated SMSFs and Actuarial Requirements As a rule, SMSFs can either use the segregated or unsegregated/proportionate method

Segregating Assets in SMSF SMSFs can use segregation to separate the assets of the fund for several

The winners and losers of an indexed transfer balance cap SG Blog: From 1 July 2021 the