Abstract 3D grid tunnel representing data flow, compliance systems, and regulatory complexity

SMSF ATO AUDIT TRIGGER AND PENALTIES: WHAT ACCOUNTANTS AND ADVISERS MU...

Self-Managed Superannuation Funds (SMSFs) are subject to stringent regulatory oversight by the Australian Taxation Office (ATO). Audits are a critical mechanism through which the ATO ensures compliance with the Superannuation Industry...
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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...
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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...
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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...
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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...
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