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Many SMSF trustees see the annual investment strategy review as a compliance obligation.

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

How well do we understand our money?

Small steps today could make a big difference to how you feel about retirement.

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely

Making the most of your peak earning years

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.