The Consultation Paper has just been released on the Labor Government's proposed changes to the tax concessional treatment of superannuation. Read more

An audit may seem a necessary evil, however, it's an opportunity for an overview of the status of your SMSF - an assessment of the fund's compliance as well as its overall health. Look at the annual audit as a medical check-up of your fund, which is ... Read more

In February 2020, the Australian Taxation Office (ATO) issued comprehensive guidelines regarding SMSF investment strategies and stressed the importance of diversification of fund portfolios. Read more

An alternative to a self-managed superannuation fund (an SMSF) establishing a limited recourse borrowing arrangement (LRBA) is for the fund to invest in a unit trust. An advantage of a fund investing in a unit trust is that it allows the resources of ... Read more

The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018, passed both houses of parliament on 18 February 2019. This Bill makes amendments to the Superannuation Industry (Supervision) Act 1993, to prevent trustees of APRA-regulated ... Read more