by Kate Dennis | Jul 2, 2026 | Self-Managed Superannuation, Tax
What to give your accountant for an SMSF tax return in 2026 Preparing an SMSF annual return is a genuinely different exercise from preparing a personal or business tax return, mainly because there are two professionals involved rather than one. Before your SMSF annual...
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...
by James Carey | Jan 23, 2018 | Self-Managed Superannuation
If you’re planning on downsizing, or are at the opposite end of the spectrum and saving for your first home, you may be able to take advantage of the super concessions introduced as part of the housing initiatives in the 2017 Federal Budget. For downsizers,...
by James Carey | Jan 18, 2018 | Business Services & Advice, Self-Managed Superannuation
Recent changes to State laws may trigger a surprise tax bill for family trusts (discretionary trusts). The problem for family trusts stems from recent legislative changes in New South Wales (NSW), Victoria (VIC) and Queensland (QLD) that impose a surcharge on...
