Home / SMSF

SMSF

Filters
  • October 2026 SMSF newsletter

    October 2026 SMSF newsletter

    SMSF investing: 20 most popular Australian shares, SMSF investing: 20 most popular ETFs, SMSF investing: 20 most popular international shares, SMSF investing: 20 most popular managed funds, SMSF investing: 20 most popular LICs/LITs, Should you develop a retirement income strategy for your SMSF?, Asset allocation: Building a strong retirement investment plan, The SMSF trustee declaration…

  • September 2026 SMSF newsletter

    September 2026 SMSF newsletter

    SMSF reform measures: What’s been proposed for 2026, Should you start a pension in your SMSF? Weighing up the pros and cons, Everything SMSF trustees need to know about rebalancing, Property development in an SMSF: ATO guidance, Running an SMSF without a financial adviser: What are the risks?

  • August 2026 SMSF newsletter

    August 2026 SMSF newsletter

    SMSF borrowing rules: What you can (and can’t) borrow for, SMSFs: Actuarial certificates, when you need one and what they cost, What to do if a member wants to leave an SMSF, SMSFs and estate planning: What happens after the death of a member, SMSF disputes: Lessons from AFCA complaints

  • July 2026 SMSF newsletter

    July 2026 SMSF newsletter

    Compensation Scheme of Last Resort (CSLR) and SMSFs, SMSF compliance: What are trustees’ responsibilities?, SMSF property ownership options and opportunities, SMSF arm’s-length rules, NALE and NALI explained, AI and SMSFs: What trustees should know

  • June 2026 SMSF newsletter

    June 2026 SMSF newsletter

    Asset valuation guidelines for SMSFs, Managing capital gains tax in your SMSF, Division 296 tax and reversionary pensions, EOFY SMSF contribution strategies for Division 296, SMSF retirement income strategies: Managing risk, income and longevity, How will proposed CGT changes impact investing?

  • May 2026 SMSF newsletter

    May 2026 SMSF newsletter

    Managing your SMSF in a downturn, EOFY: Getting your SMSF in order, Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?, SMSF valuations: Common mistakes and what really matters, SMSF investment rules: What every trustee should know

  • April 2026 SMSF newsletter

    April 2026 SMSF newsletter

    Choosing an appropriate SMSF auditor, Inside an SMSF audit: What auditors look for, Payday Super is a good reminder to review your SMSF investment frequency, SMSF returns are competitive with large funds, What advice can your accountant provide for your SMSF?

  • March 2026 SMSF newsletter

    March 2026 SMSF newsletter

    ETFs: How to use them and what they cost, Small APRA funds: What are they and why would I need one?, Transfer Balance Cap indexation: Opportunities for SMSF members?, Where are we now? Pending and recent superannuation changes, SMSF pension failures: Why missing a payment can be costly

  • February 2026 SMSF newsletter

    February 2026 SMSF newsletter

    Choosing an SMSF service provider, Is an SMSF right for you?, SMSF loans: What are the SMSF borrowing rules?, SMSFs structures: Corporate or individual trustee?, What you need to know about six-member SMSFs

  • January 2026 SMSF newsletter

    January 2026 SMSF newsletter

    2025 year in review, 2026 year ahead, 5 new year’s resolutions for your SMSF, Division 296 super tax explained (including calculator), What are the SMSF residency requirements?, SMSF death benefits: Who are my dependents and why does it matter?