2026 SMSF Annual Return: Two Audit Reporting Changes Every Trustee Must Know Before Lodgement
The Australian Taxation Office (ATO) has published an important update on 2026 SAR changes affecting SMSF audit reporting. The […]
Read More
Division 296 & Your SMSF Audit: What Trustees Must Prepare for in 2026
Division 296 introduces a 15% tax on super balances above $3 million from 2025–26. Learn what SMSF trustees must prepare for in 2026, including the five critical audit areas and key compliance steps.
Read More
SMSF Audit Alert: Is Your Fund on the ATO's Radar?
Summary: The Australian Taxation Office (ATO) has outlined key SMSF transactions and schemes that are currently under scrutiny. […]
Read More
ATO Warning: Illegal Early Access to Super – Risks & Penalties
Your Self-Managed Super Fund (SMSF) has one primary purpose: to save for your retirement. However, in times of […]
Read More
Recent Court Decision Clarifies Superannuation Death Benefit Payments
In a recent Full Federal Court decision, Wan v BT Funds Management Limited, the Court clarified the rules […]
Read More
All you need to know: Auditor Contravention Report (ACR)
When it comes to self-managed superannuation funds (SMSFs), compliance with regulations is crucial. SMSF auditors play a vital […]
Read More
Exceeding the cap
To ensure fairness and sustainability within the superannuation system, the Australian Taxation Office (ATO) has implemented transfer balance […]
Read More
Part 8 Associates | Understanding the Relationship between SMSFs and Related Trusts & Companies
In the world of Self-Managed Superannuation Funds (SMSFs), it is important for trustees, accountants, and financial advisors to […]
Read More
How to setup your SMSF
Setting up a Self-Managed Superannuation Fund (SMSF) can be a rewarding endeavor for individuals seeking greater control over […]
Read More
SMSF Asset Valuation Guidelines
As trustees of a Self-Managed Superannuation Fund (SMSF), it is crucial to have a clear understanding of SMSF […]
Read More