A good financial adviser will start by explaining the responsibilities that come with being your own SMSF trustee and asking why you are considering setting up an SMSF.

March 13, 2025  CGT concessions 15-year exemption  X Continue to Website  Nicholas Ali, head of SMSF technical services, Neo ...

With another new year coming, conducting an annual SMSF “health check” can help trustees keep their fund compliant, ...

Moomoo Australia and New Zealand's recent survey of share investors reveals a strong interest in self-managed super funds (SMSF), particularly for investing in cryptocurrencies and utilizing ...

The last month has seen the Australian Stock Exchange (ASX) recover strongly after a disastrous start to the new financial year. Whilst we are well short of the ASX highs of mid-2007, we may start to ...

Gift 5 articles to anyone you choose each month when you subscribe. After a particularly slow start, I’m pleased to see that my superannuation has just nudged past $400,000. It’s hardly a ...

Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their financial advisers should ...

The Australian Tax Office has indicated it will not rule favourably on a well-known wealth-creation strategy in which investors lend money to their self-managed superannuation fund at zero or low ...

Jody McDonald is a freelance writer based in Brisbane who specialises in writing about business, technology and the future of work. She’s helped a range of SaaS platforms and tech companies share ...

TR 2013/5 was updated in June 2024, introducing a new approach to processing underpaid pensions, requiring SMSF trustees and ...