Superannuation News
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SMSF accountant vs financial adviser – who should you use for a SMSF?
When setting up or running a SMSF, many trustees are unsure whether they need a SMSF accountant, a financial adviser, or both. While both professionals can be involved, their…
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Can I Reimburse Myself from My SMSF for Setup Costs?
Setting up a Self‑Managed Superannuation Fund (SMSF) involves a range of administrative and compliance steps and naturally, some upfront costs. A common question many trustees ask is: Can You…
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Know the Date Your SMSF Annual Return Is Due — and Why You Might Need an SMSF Accountant
If you run a self-managed super fund (SMSF), it’s critical to know when your annual return the SAR (SMSF Annual Return) is due. The due date depends on several…
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25 Common SMSF Mistakes You Must Avoid
Running a Self-Managed Super Fund (SMSF) can be incredibly rewarding but it also comes with strict rules. The Australian Taxation Office (ATO) reports that many SMSFs fall into the…
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Choosing a Name for Your SMSF, Trustee Company, and Bare Trust
When you start the SMSF setup process, one of the first tasks is choosing names for your SMSF, trustee company, and bare trust. It might sound simple, but getting…
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SMSF Valuation Requirements: What Trustees Need to Know
Accurate asset valuation is an essential part of managing a self-managed super fund (SMSF). Whether you are completing a new SMSF setup or preparing the annual accounts, every fund…
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SMSF Investment Strategy: ATO Rules & Trustee Responsibilities
When setting up and running a SMSF, trustees take full responsibility for managing the fund’s assets and ensuring compliance with superannuation law. One of the most important requirements is…
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A Beginner’s Guide to SMSF Setup
A Beginner’s Guide to SMSF Setup Superannuation is one of the biggest investments most Australians will ever have. While many people choose to leave their super in large retail…
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SMSF Tax Strategies and Compliance Updates for FY 2026
Running a Self-Managed Super Fund (SMSF) provides flexibility and control, but it also carries complex tax rules and compliance obligations. Every year, the thresholds and regulations shift, which makes…
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Beneficiary Nominations in SMSFs: A Complete Guide
Superannuation is a key part of retirement planning in Australia. But many people forget that what happens to your super when you pass away is just as important as…
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Super: Not Just For Tomorrow, It’s A Powerful Tax Strategy Today
Disclaimer: The information in this article is general in nature and does not take into account your personal circumstances. It should not be relied upon as financial or tax…
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SMSF Accounting Services: How Trustees Can Stay Compliant and Grow Their Super
Managing a Self-Managed Super Fund (SMSF) is a big responsibility. As a trustee, you are legally responsible for your fund’s compliance, record-keeping, and investment decisions. While having control over…
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Opinion: If You’re Going to Set Up an SMSF, You Should Be Managing It
This blog reflects a professional opinion based on years of working with self-managed super fund (SMSF) clients and seeing first-hand what works and what doesn’t. If you’re considering an…
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Why Security Is So Important for Your Super Fund
Superannuation is often the biggest asset most Australians will own by the time they retire. Whether you’re with a retail or industry super fund or managing your own self-managed…
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Franking Credits and SMSFs: A Tax Advantage That Can Boost Returns
If you’re running a self-managed super fund (SMSF), you’ve probably heard of franking credits. But many trustees don’t realise just how valuable these credits can be, especially when it…
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SMSF Property Investment: What the $3 Million Super Tax Really Means for You
For many Australians looking to take control of their retirement savings, SMSF property investment continues to be a popular strategy. Whether it’s a residential property or a commercial space,…
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Corporate vs Individual Trustee: Which SMSF Structure Suits You?
When setting up a self-managed super fund (SMSF), one of the most important decisions you’ll make is choosing the right SMSF trustee structure. This choice affects how the fund…
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End of Financial Year SMSF Guide: Contributions, Compliance and Tax Returns
The end of the financial year (EOFY) is an important checkpoint for trustees. It’s not just about making sure your paperwork is up to date—it’s your opportunity to prepare…
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Top Mistakes to Avoid When Setting Up a Bare Trust for Your SMSF
Setting up a Bare Trust for your SMSF is a crucial step when purchasing property through your self-managed super fund using limited recourse borrowing arrangements (LRBAs). Done correctly, it…
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Super Contributions: What You Need to Know
From your trusted SMSF Accountants As we approach 30 June 2025, it’s the ideal time to review your self-managed super fund (SMSF) and make sure you’ve made the most…