News & Articles

by Duc Hong SMSF trustees are not required by law to take out life insurance cover for members. They must however, consider the insurance needs of each member when preparing their investment strategy. The factors that the trustees should...

by Abra Chowdhury The end of the financial year is the perfect time to review your clients’ super to ensure they are taking advantage of every opportunity to maximise their retirement savings. There are a number of opportunities to...

by Alex PolorotoffUnderstanding when an SMSF requires an actuarial certificate is essential for accurate ECPI calculation and ATO compliance. This article outlines the key rules, methods, and scenarios that determine whether an...

by Alicia Thomson Recently, one of our readers contacted us with an interesting scenario, which is likely to become increasingly common. With many SMSF’s having been set up predominantly to purchase a single residential property, the...

by Mark Phillips The ATO have made it clear that a complying investment strategy is a critical element for every SMSF and we can expect that will continue to be a key focus in the future. Fund trustees are required by law to prepare and...