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SMSF News & Analysis

The ATO has SMSF asset valuations in its crosshairs
Retirement
The ATO has SMSF asset valuations in its crosshairs
SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and...
Julie Steed | 10 July 2024
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 26 June 2024
Clearing up confusion on the $3 million super tax
Retirement
Clearing up confusion on the $3 million super tax
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to...
Meg Heffron | 17 June 2024
Australians feel ill-prepared for retirement, one cohort is an exception.
Personal Finance
Australians feel ill-prepared for retirement, one cohort is an exception.
Australian retirement savings in numbers.
Shani Jayamanne | 24 May 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 21 May 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 15 May 2024
What to do for an SMSF when the first member of a couple dies
Retirement
What to do for an SMSF when the first member of a couple dies
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re...
Meg Heffron | 05 May 2024
How SMSFs are investing their money
Retirement
How SMSFs are investing their money
New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to...
Brett Grant | 25 March 2024
SMSFs continue to thrive
Retirement
SMSFs continue to thrive
New data shows that more Australians are investing their retirement savings in SMSFs. 
James Gruber | 15 February 2024
My own reasons for early SMSF establishment
Retirement
My own reasons for early SMSF establishment
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
Meg Heffron | 05 February 2024