News & Articles

2025 SMSF Software Guide: The Future of Compliance and Efficiency for Professionals In 2025, SMSF software has become an essential tool for professional advisers. With increasing compliance requirements, real-time reporting...

SMSF Year-End Review Tips: A Practical Guide to Better Client Outcomes The end of the financial year isn’t just about finalising accounts and lodging returns. It’s an opportunity to assess where your SMSF clients stand, where...

Risks of Non-Complying Investment Strategies: What Advisers Need to Know The ATO has recently written to SMSF trustees holding a single class of assets (especially property with an LRBA), highlighting concerns around lack of...

How One LRBA Reporting Line Can Quietly Push Your Client Over the TSB Threshold If your SMSF clients hold LRBAs, the way you report them this year could quietly but significantly affect their Total Super Balance (TSB) which now...

Ensure SMSF Compliance and Avoid Delays with the Right Director ID Process As part of the Australian Government’s push to modernise business registers, all directors of companies, including corporate trustees of SMSFs, must now...