Adviser discussing SMSF pension strategy with two clients reviewing property and cashflow documents at a table

Liquidity & Pension Strategy for Property-Heavy SMSFs

Meeting Minimum Pension Requirements in SMSFs with Illiquid Property Most experienced SMSF advisers are already familiar with the limitations inherent in property-heavy SMSFs. Now, as more of these funds enter the pension phase, the...
Read more
Interior of a modern SMSF rental property with natural light, neutral tones, and minimal furniture—used to illustrate property depreciation context

Claiming Depreciation on SMSF Rental Properties

What Accountants and Advisers Must Know about SMSF Property Depreciation and CGT Depreciation Depreciation is indeed a method of allocating the cost of a depreciating asset over its effective life, reflecting its usage, wear and...
Read more
Early morning office desk with laptop showing spreadsheet, coffee mug, and notepad with pen, lit by sunlight through blinds

Estate Planning Reviews for Advisers: When and How to Protect Superann...

When to Review SMSF Estate Plans and Death Benefit Nominations: A Guide for Advisers Superannuation is often a client's largest asset outside their home. Yet too often, death benefit nominations are left to lapse, misunderstood, or...
Read more
Silhouette of a family holding hands, symbolising unity, legacy, and estate planning in SMSFs

Managing SMSF Death Benefits: How Advisers Can Reduce Risk and Prevent...

Managing SMSF Death Benefits to Avoid Conflict Payment of superannuation death benefits is one of the most sensitive and legally complex aspects of estate planning. For SMSF advisers, it’s also one of the most common sources of...
Read more
Vintage motorcycle displayed indoors against a brick wall with atmospheric smoke, example of a collectable asset under SMSF rules

SMSF Collectables – Owning and Reporting

SMSF Collectables & Personal-Use Assets: What Advisers Must Know As an expert in SMSF compliance and audit, we understand the challenges accountants and financial advisers face in helping trustee clients navigate the complex rules...
Read more