News & Articles

You may get approached regularly by clients when they have reached their preservation age, on what to do with the super that they have accumulated.   Often, different clients will come to you with different financial circumstances. Some...

A bill was passed recently that contains changes to a number of different superannuation measures, including amendments to:The work test declarationsCalculation of exempt pension incomeThe first home super saver (FHSS) schemeDownsizer...

The list of SMSF reporting requirements from the Australian Taxation Office (ATO) is short.It covers The SMSF annual return, preceded by a valuation of assets and an audit Reports on transfer balance caps and transfer...

Trustees often ask for an SMSF investment strategy example that is practical and can be used as a  guide to setting up a new strategy or reviewing and updating an old one. In response, SMSF Engine has designed an investment...

This SMSF software comparison is not about comparing the features of software packages and online providers. Instead, it compares the costs and benefits for trustees who use or don’t use such technology. It also highlights the...