News

SMSF

A man and women in their 60s are in a living room, packing furniture into boxes.
Superannuation downsizer contributions: Eligibility, rules and benefits
4 minute read

Updated May 2025  If you’re aged 55 or over and planning to sell your home, you may be eligible to…

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A white piggy bank sits on a table in front of a calculator. The piggybank has 'superannuation' written on it in black texta.
Superannuation tax tips for the 2025 financial year
4 minute read

Updated April 2025 As the end of the financial year approaches, it’s the perfect time to think about how you…

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A male hand holds a glass jar labelled 'superannuation', full of Australian banknotes.
SMSFs explained: The pros, cons and key considerations
3 minute read

A self-managed super fund (SMSF) is a private superannuation fund that allows you to manage your retirement savings.    Consider…

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A green plant grows out of a glass jar filled with silver coins.
Davidsons on 94.7 The Pulse: Understanding self-managed super funds (SMSFs)
4 minute read

A self-managed super fund is an enticing option for many, providing greater control and flexibility than traditional industry and retail…

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Changes to Minimum Pension Drawdown Rates for 2023/24 Financial Year
Changes to Minimum Pension Drawdown Rates for 2023/24 Financial Year
2 minute read

As we return to ‘normal’ after the COVID-19 pandemic, self funded retirees will experience an increase in the minimum pension…

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ATO warning against early release SMSF schemes
Warning From ATO Against Early Release Self-Managed Super Fund Scams
2 minute read

The Australian Taxation Office (ATO) is advising individuals and Self-Managed Super Fund (SMSF) trustees against engaging with early release schemes…

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Close up of a hand, arranging piles of silver coins with green plants shooting from the top of each pile.
Superannuation Tax Changes for balances over $3m
2 minute read

The federal government last week announced changes to the taxation of high superannuation balances. Under the proposed changes, individuals with…

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Property SMSF Investment Property Structures
SMSF Property Investment Structures – How it can work
5 minute read

If you are thinking about purchasing a property using your Self-Managed Superannuation Fund (SMSF), you will need to consider how…

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ATO announces changes on how to support the Market Value of your Assets
4 minute read

The ATO has recently announced they are changing how you will need to disclose the market value of your assets,…

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SMSF and Property - your questions answered
Can I purchase a property through my SMSF? – Your SMSF property questions answered
5 minute read

Self-managed Superannuation Funds (SMSFs) can allow you greater choice regarding investment options when compared with public-offer superannuation funds whilst still…

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