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SMSF TAXATION News & Analysis

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
Retirement
Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are...
Meg Heffron | 09 June 2025
A deep dive into the proposed new super tax
Personal Finance
A deep dive into the proposed new super tax
This week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Shani Jayamanne | 20 May 2025
How do low cost SMSFs compare?
Personal Finance
How do low cost SMSFs compare?
Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
Shani Jayamanne | 23 January 2025
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 | 03 November 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
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
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
What the Federal Budget means for retirees
Retirement
What the Federal Budget means for retirees
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
James Gruber | 10 May 2023
Are you EOFY ready? Checklist for SMSF trustees
Personal Finance
Are you EOFY ready? Checklist for SMSF trustees
Seven items to review on the eve of the new financial year.
Anthony Fensom | 27 June 2022
SMSF rule changes are coming in 2022: What to expect
Retirement
SMSF rule changes are coming in 2022: What to expect
While the upcoming federal budget may bring yet more changes for SMSFs, here are some of those already in the pipeline for 2022.
Anthony Fensom | 21 March 2022