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Tax | Legislation

Can an SMSF claim a future service deduction? 8 traps to watch for

Nov 3, 2026, 12:31:57 PM 6 min read
When insurance is held inside a superannuation fund, most trustees automatically claim a tax deduction for the insurance ...
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Meg's Musings

Meg's Musings – November 2026

Nov 2, 2026, 4:44:38 PM 2 min read
Even though it’s November, I must confess I’m still regularly musing about the ATO’s annual statistics released in September. ...
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Tax | Pension

TRIS: Why transition to retirement pensions still matter for SMSFs

Nov 2, 2026, 4:39:02 PM 7 min read
TRISs (transition to retirement income streams or pensions) are certainly not as useful as they used to be. They took a ...
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Property

Renovating SMSF property: can I do the work myself?

Oct 12, 2026, 1:51:48 PM 5 min read
If your SMSF owns property, it can be tempting to treat it like any other property you own. After all, if a property needs ...
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Meg's Musings

Meg's Musings – October 2026

Oct 7, 2026, 8:45:40 AM 3 min read
Apart from the start of Daylight Savings, I do love October. My travel schedule quietens down and I get to re-immerse myself in ...
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Death | Pension | Division 296

Reversionary pensions and Division 296: Are they still worthwhile?

Oct 6, 2026, 10:07:24 AM 5 min read
With Division 296 now part of the super landscape, many advisers are revisiting long-standing estate planning arrangements and ...
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Tax | Actuarial Certificates | Division 296

Division 296 actuarial certificates explained: how earnings are allocated between SMSF members

Oct 1, 2026, 12:06:55 PM 7 min read
Division 296 actuarial certificates drive how an SMSF’s Division 296 earnings should be divided between the various member ...
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Ask an Expert

Why downsizers are tripping up on $300k super contributions

Sep 14, 2026, 8:44:22 PM 5 min read
Downsizer contributions offer a valuable opportunity to top up super later in life but it's important to get them right. ...
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Policy

How might the 2026 reforms impact SMSF investment strategies?

Sep 7, 2026, 9:38:34 AM 5 min read
The Government's recent SMSF reform announcement included a proposal that has probably prompted a few trustees to wonder ...
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Meg's Musings

Meg’s Musings – September 2026

Sep 1, 2026, 12:30:00 AM 2 min read
July to September always seems to pass so quickly for me. I think it’s because SMSF conference season kicks off in earnest and ...
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Tax | Contribution

Can deductible super contributions still reduce tax on capital gains after 1 July 2027?

Aug 31, 2026, 3:41:14 PM 5 min read
From 1 July 2027, Australia's CGT reforms will fundamentally change the way deductible super contributions interact with ...
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Tax | Legislation

SMSFs investing in unlisted shares – 3 challenges that might surprise you

Aug 31, 2026, 1:19:22 PM 3 min read
Private company investments can be attractive for self managed super funds (SMSFs), particularly where members are looking for ...
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