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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?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 09 September 2024
Winding up SMSFs that are paying a pension requires care
Personal Finance
Winding up SMSFs that are paying a pension requires care
People often assume that you should wind up an SMSF as quickly as possible. Taking a slower and considered approach might be wiser.
Meg Heffron | 04 September 2024
Super is not only for retirement
Retirement
Super is not only for retirement
Hundreds of thousands of Australians have no intention of running down their super to $1 on the day they die.
Graham Hand | 21 August 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 | 15 August 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 | 08 August 2024
The pros and cons of taking the DIY super route
Retirement
The pros and cons of taking the DIY super route
A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra...
Tony Kaye | 01 August 2024
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