How to turn your annual SMSF investment strategy review into a genuine analytical exercise
Many SMSF trustees see the annual investment strategy review as a compliance obligation.
Categories for Financial Planning News
SMSF pension shortfall – when can trustees self-assess?
Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.
CSLR levy on SMSFs unfair
The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.
Financial literacy in Australia: Where we’re improving (and falling behind)
How well do we understand our money?
Five steps towards a more confident retirement
Small steps today could make a big difference to how you feel about retirement.
ATO’s LRBA data significantly less than industry figures
There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.
How to maximise the impact of your inheritance
Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely
Contribution splitting now more valuable
The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.
New to SMSFs? Start preparing for your first SAR lodgment
New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.
