News & Insights
Select a topic of interest or browse our most recent articles.
Tax
Can an SMSF claim a future service deduction? 8 traps to watch for
When insurance is held inside a superannuation fund, most trustees automatically claim a tax deduction for the insurance ...
Meg's Musings
Meg's Musings – November 2026
Even though it’s November, I must confess I’m still regularly musing about the ATO’s annual statistics released in September. ...
Tax
TRIS: Why transition to retirement pensions still matter for SMSFs
TRISs (transition to retirement income streams or pensions) are certainly not as useful as they used to be. They took a ...
Property
Renovating SMSF property: can I do the work myself?
If your SMSF owns property, it can be tempting to treat it like any other property you own. After all, if a property needs ...
Meg's Musings
Meg's Musings – October 2026
Apart from the start of Daylight Savings, I do love October. My travel schedule quietens down and I get to re-immerse myself in ...
Death
Reversionary pensions and Division 296: Are they still worthwhile?
With Division 296 now part of the super landscape, many advisers are revisiting long-standing estate planning arrangements and ...
Tax
Division 296 actuarial certificates explained: how earnings are allocated between SMSF members
Division 296 actuarial certificates drive how an SMSF’s Division 296 earnings should be divided between the various member ...
Ask an Expert
Why downsizers are tripping up on $300k super contributions
Downsizer contributions offer a valuable opportunity to top up super later in life but it's important to get them right. ...
Policy
How might the 2026 reforms impact SMSF investment strategies?
The Government's recent SMSF reform announcement included a proposal that has probably prompted a few trustees to wonder ...
Meg's Musings
Meg’s Musings – September 2026
July to September always seems to pass so quickly for me. I think it’s because SMSF conference season kicks off in earnest and ...
Tax
Can deductible super contributions still reduce tax on capital gains after 1 July 2027?
From 1 July 2027, Australia's CGT reforms will fundamentally change the way deductible super contributions interact with ...
Tax
SMSFs investing in unlisted shares – 3 challenges that might surprise you
Private company investments can be attractive for self managed super funds (SMSFs), particularly where members are looking for ...
