SMSF Topics

Important SMSF Updates for the 2024 Financial Year

Written by Zoe Shao on .
Important SMSF Updates for the 2024 Financial Year Self-Managed Superannuation Funds (SMSFs) continue to be a popular choice for Australians seeki…

SMSF Financial Advice Changes

Written by Admin on .
Recently ASIC released a set of updated guidelines on the provision of SMSF advice from financial advisers. Previously, ASIC guidelines included a…

Licensing and Advice Issues

Written by Admin on .
Following the submission of the Quality of Advice Report, the government will find it hard to find a balance between the competing interests of gr…

Indexation of the caps and potential policy changes

Written by Admin on .
Indexation for the general transfer balance cap and the contribution cap is based on the CPI figure for the December quarter. The Concessional Co…


Written by Admin on .
From 1 October 2021, SMSFs will need to comply with the SuperStream rules when processing rollovers into or out of the SMSF. SuperStream is a stan…


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