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SMSF News & Analysis

How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a...
Shani Jayamanne | 28 February 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
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 | 31 January 2024
SMSF facts and figures
Retirement
SMSF facts and figures
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
Meg Heffron | 09 January 2024
SMSFs, negative earnings and the $3m tax on super
Retirement
SMSFs, negative earnings and the $3m tax on super
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...
Meg Heffron | 24 October 2023
The biggest loss this year in my SMSF portfolio
Stocks
The biggest loss this year in my SMSF portfolio
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Graham Hand | 19 October 2023
Which shares and funds do SMSFs invest in?
Retirement
Which shares and funds do SMSFs invest in?
SMSFs offer unlimited investment flexibility and most trustees make their own decisions but the majority of investments fall into five categories....
Graham Hand | 05 October 2023
Are you ready for an SMSF? Here’s a checklist to find out.
Investing
Are you ready for an SMSF? Here’s a checklist to find out.
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 11 September 2023
Reports of the demise of SMSFs are unfounded
Retirement
Reports of the demise of SMSFs are unfounded
Claims of an impending fall are not supported by the data, and older trustees are investing even more.
Graham Hand | 21 June 2023