EOFY checklist for SMSF clients with Australian banknotes, wooden blocks spelling EOFY, and SMSF Engine branding

SMSF EOFY Checklist

The end of the financial year is one of the most important times for SMSF planning. For accountants and financial advisers, it is a key opportunity to help clients meet compliance obligations, reduce tax liabilities, and improve...
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Close-up of two people holding hands, symbolising trust and support in managing financial or legal responsibilities through an Enduring Power of Attorney.

Enduring power of attorney and SMSF compliance

SMSF Enduring Power of Attorney Rules: How to Stay Compliant When Members Lose Capacity When an SMSF member loses capacity or is absent for long periods, compliance risks can arise if no Enduring Power of Attorney (EPOA) is in...
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Advisers reviewing SMSF actuarial certificate requirements at a meeting table.

When Is an Actuarial Certificate Required for an SMSF?

by Alex Polorotoff Understanding SMSF Scenarios That Need an Actuarial Certificate Understanding when an SMSF requires an actuarial certificate is essential for accurate ECPI calculation and ATO compliance. This article...
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Related party trusts and SMSFs

Like a well-designed plan, SMSF trust structures must be carefully engineered to meet compliance rules. SMSF Compliance Guide: Using Related Party Trusts Exceptions to the In-House Asset Rules SMSFs are generally prohibited...
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GST, Property and SMSFs

How GST Applies to Property Transactions in SMSFs: Strategic Guidance for Advisers Key Compliance Traps and What Advisers Need to Know GST obligations can easily be overlooked in SMSFs dealing with property transactions. For advisers and...
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