Helpful Guides

Your Handy 2021/22 Super Reference Guide

Updated as of June 2021 Gain an overview of the 2021/22 financial year contribution caps, eligibility, glossary of key terms and more with our handy Super Reference Guide.  It is a quick reference to help you and your self managed super fund step through the year with confidence. Download your Super Reference Guide below: Download

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Your Yearly SMSF Planner – 2021/22

Revised as at 22 June 2021 Managing your own super has many benefits, but it’s important to have a plan. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements.  Step through the year with confidence with your SMSF Yearly Planner, detailing what you need to address each

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Latest Papers

Your 2021 new financial year SMSF health check

July 2021 With a new financial year beginning, it is a perfect time to review your SMSF and give it a clean bill of health for the upcoming 12 months. The following list provides a series of considerations that you and your SMSF Specialist Advisor should review.   1. Take stock of your SMSF investment

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Is your SMSF EOFY ready?

June 2021 With the end of the financial year fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before 30 June. The following are some matters that you might want to know more about, particularly if you have taken advantage of some of

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A strong Budget for SMSFs | 2021 – 2022 Federal Budget Summary

May 2021 Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association As expected, the 2021-2022 Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, after a few quiet Budgets, there were some welcome surprises for the SMSF investors in this year’s Federal Budget. The following

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Your 2021 End of Financial Year (EOFY) Considerations

April 2021 The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. With the worst of the pandemic hopefully behind us, you may still have difficult questions to ponder as you focus on how best to position your SMSF in 2021-22, as well as meet your fund’s annual regulatory obligations for 2020-21.

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How much money do you need to start an SMSF?

November 2020 SMSFs are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable. In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running an SMSF.

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New super contribution rules for older Australians

November 2020 Superannuation rules are never stable, and the start of the 2020/21 financial year is no different. For older Australians, recent changes to the contribution rules may present new opportunities to contribute to superannuation. The changes are focussed on individuals aged between 65 and 74 and are designed to provide more flexibility in retirement.

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A common misconception and tips for SMSF trustees

November 2020 Whether you are thinking of setting up a self managed super fund (SMSF) and want to familiarise yourself with what is involved or you’re a long-term trustee that wants to ensure they are adhering to the various rules and regulations of SMSFs, running your own fund is a big responsibility. Ensure you are

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What’s next for SMSFs, post the Federal Budget?

October 2020 The 2020-21 Federal Budget is all about jobs, jobs and jobs. COVID-19 has resulted in the most severe global economic crisis since the Great Depression.This Budget provides an additional $98 billion of response and recovery support under the COVID-19 Response Package and the JobMaker Plan. With the budget focussed on supporting small business

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What can we expect from the 2020-21 Federal Budget?

September 2020 The 2020-21 Federal Budget to be handed down on 6 October will be one of the most crucial in Australia’s history. The Budget will provide a further update on the economic and fiscal impacts of the coronavirus in Australia and is expected to set out the path to economic recovery. As in most

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Take control of your super – Time to set up an SMSF?

July 2020 Setting up an SMSF can be complicated.  Not getting it right can materially affect your financial situation and retirement plans. The first question you need to be sure about is whether an SMSF is the right fit.  Seeking advice from an SMSF Specialist can help you determine this answer. Some considerations include: Do

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Your 2020 end of financial year (EOFY) considerations

June 2020 The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, you may still have difficult questions to ponder as you focus on how best to position your SMSF in 2020-21, as well as meet your fund’s annual regulatory obligations for

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