by James Carey | Jun 12, 2026 | Self-Managed Superannuation
Every SMSF must be audited every year by an approved SMSF auditor – an auditor registered with ASIC who holds an SMSF auditor number (SAN) – before the fund’s annual return is lodged, even in years with no contributions or payments. Trustees must...
by James Carey | Jun 12, 2026 | Self-Managed Superannuation
An SMSF gives you direct control over your super – you choose every investment, including direct property and individual shares – but you take on trustee responsibilities, largely fixed running costs (median around $4,400 a year per ATO statistics) and...
by James Carey | Jun 12, 2026 | Self-Managed Superannuation, Tax Advisory
Setting up an SMSF in Australia typically costs between $1,500 and $3,500 through a professional provider – covering the trust deed (around $300-600), ASIC registration of a corporate trustee ($611 in 2025-26) and the establishment paperwork. Running the fund...
by Daniel Karadinovski | May 1, 2026 | EOFY Guides, News, Self-Managed Superannuation
Running a self-managed super fund in Australia means taking on a level of responsibility that goes well beyond investment decisions. Understanding SMSF trustee obligations is a critical part of managing the fund properly and avoiding costly mistakes later on. The...
by Kate Dennis | Mar 13, 2026 | Self-Managed Superannuation
On 11 March 2026, the proposed Division 296 superannuation tax legislation passed both houses of Parliament without further amendments. The measure is now scheduled to commence from 1 July 2026, which means SMSF trustees and members should begin approaching the rules...
by James Carey | Aug 29, 2023 | Individual Tax, Self-Managed Superannuation, Tax
Division 293 Tax: What You Need to Know Here’s a summary of what you need to know about Division 293 Tax: What is Division 293 Tax? How will you know if you owe the tax? How is Division 293 Tax calculated? Special cases & considerations Releasing...
