News & Articles

SMSF and First Home Super Saver Scheme

Posted on: Wednesday, June 18th, 2025
SMSF and First Home Super Saver Scheme: What Accountants and Advisers Must Know Advising on the First Home Super Saver (FHSS) scheme takes more than technical knowledge. It also means helping clients understand what the rules surrounding...
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EOFY checklist for SMSF clients with Australian banknotes, wooden blocks spelling EOFY, and SMSF Engine branding

SMSF EOFY Checklist

Posted on: Tuesday, June 17th, 2025
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

Posted on: Tuesday, June 10th, 2025
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 and SMSF?

Posted on: Thursday, June 5th, 2025
by Alex Polorotoff Understanding 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...
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Related party trusts and SMSFs

Posted on: Wednesday, June 4th, 2025
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 from...
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