In this guide
The 2025 calendar year was yet another big year for SMSF trustees and members, with strong returns punctuated by persistent volatility over concerns about weaker global growth.
International shares were the main driver of strong investment returns, although the Australian share market underperformed due to its low technology exposure.
With continued uncertainty around proposed tax changes to superannuation and ongoing inflationary pressure due to the sharp rise in the cost of living, it is absolutely essential for SMSF trustees to start the new year with a clear and concise investment objective.
As you pause for breath over the summer break, this is a time to start thinking about your financial fitness for the year ahead. While household budgeting may be a focus, don’t forget to prioritise your super as well. If you put in a little effort now to make sure your fund is in good shape, you will reap the benefits over the next 12 months.
So, what are some key resolutions to consider for your SMSF in 2026?
1. Resolve to keep on top of your investment strategy
The beginning of the year is a good time to dust off your investment strategy and consider whether it still meets your needs.
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