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SMSFs: keeping it in the family Read more
Young family of four with a dog posing in front on the water on the beach
3 minutes
SMSFs: keeping it in the family Read more
Get your SMSF shipshape for EOFY If you have an SMSF, it’s essential to get your fund is in good shape and ready for June 30 and the annual audit. It’s particularly important this year, because the ATO is focussed on fixing a number of issues when it comes to SMSFs. These include high rates of non-lodgment and problematic related party loans by SMSF members operating small businesses. Read more
Blue theatre curtains opening - spotlight coming down
Spotlight on super performance Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares. Read more
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Your SMSF: Wind it up or pass it on? Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation.

The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s essential to develop a detailed SMSF succession plan to head off any potential problems. Read more