News & Articles

Managing SMSF Trustee Incapacity When an SMSF member becomes incapacitated, the fund’s compliance status can be put at risk if the right legal structures aren't in place. For advisers, ensuring that an Enduring Power of Attorney...

ABP and TRIS Strategies in SMSFs If your SMSF client is approaching retirement or seeking early access to their super, choosing between an Account-Based Pension (ABP) and a Transition to Retirement Income Stream (TRIS) is a critical...

Using the One-Year Work Test Exemption to Maximise SMSF Contributions After Retirement Clients approaching or entering retirement often want to make final contributions to top up their superannuation balance. However, once they...

SFLU Status & Rollover Timing: What Every SMSF Adviser Must Know in 2025 SMSF setup is moving faster than ever but only when the ATO’s new rules align perfectly. Recent changes on how the ATO displays SMSF statuses on...

Tax, Preservation and Legal Guidance for Accountants and Advisers Navigating SMSF Divorce With approximately 40% of marriages expected to end in divorce, family breakdown is an all-too-common reality for clients. For financial advisers...