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SMSF WITHDRAWAL 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
The ultimate EOFY superannuation checklist for 2025
Retirement
The ultimate EOFY superannuation checklist for 2025
27 important issues you should address before June 30 to ensure that your SMSF or other super fund are in order, and that you are making the most of...
Liam Shorte | 26 May 2025
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 | 25 June 2024
The ultimate superannuation EOFY checklist 2023
Personal Finance
The ultimate superannuation EOFY checklist 2023
Now is the time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist.
Liam Shorte | 08 June 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
US inflation: A fascinating and unique moment for investors - Firstlinks newsletter
Markets
US inflation: A fascinating and unique moment for investors - Firstlinks newsletter
+ Hamish Douglass explains and warns; Don Stammer X-Factor; Noel Whittaker 10 tips; Big global trends for 2022; Sell home for aged care; Fixed...
Graham Hand | 15 December 2021
100 Aussies: five charts on who earns, pays and owns
Personal Finance
100 Aussies: five charts on who earns, pays and owns
Any policy decision needs to recognise who is affected by a change; who pays taxes, who owns assets and who earns the income to ensure an equitable...
Graham Hand | 06 October 2021
Too big to hide: Australia’s largest SMSFs spark debate
Retirement
Too big to hide: Australia’s largest SMSFs spark debate
A small number of self-managed 'mega-funds' are causing a stir, writes Anthony Fensom.
Anthony Fensom | 27 September 2021
The pivotal power of Powell - Firstlinks newsletter
Markets
The pivotal power of Powell - Firstlinks newsletter
+ Future Fund and Jerome Powell assets; Markowitz's 'aha'; house prices to fall; Christian Baylis chat; super test fail; a decade of gold; podcast.
Graham Hand | 02 September 2021