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Millennials are turning to SMSFs
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Why more Millennials are turning to SMSFs

The growth trajectory of more Millennial SMSFs is set to continue in the years to come, according to the chief...
29 November 2021 • By Emma Musgrave

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ATO
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ATO's new CGT focus to increase compliance risks on SMSFs

The recent focus from the ATO on capital gains tax (CGT) concessions can lead to increased compliance risks for SMSFs...
24 November 2021 • By Tony Zhang
Warning about SMSF stats on investment allocation
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Warning about SMSF stats on investment allocation

Recently released SMSF insights prove that it’s important to be wary of the source and use of investment allocation...
22 November 2021 • By Philip La Greca – Executive Manager, SMSF Technical & Strategic Services
ATO issues reminder on SMSF valuation preparation
Super

ATO issues reminder on SMSF valuation preparation

The ATO has advised trustees to begin the preparation process for the valuation of assets in the upcoming SMSF annual...
22 November 2021 • By Tony Zhang
ASIC
Super

ASIC releases new guidance on superannuation forecast tools

ASIC is seeking consultation on its new updated guidance on superannuation calculators and retirement estimates.
19 November 2021 • By Tony Zhang
Chris Levy
Super

'Perfect storm' to upheave SMSF accounting and audit space

Those in the SMSF accounting and audit space will need to navigate a "perfect storm" in the coming years as the ATO...
17 November 2021 • By Tony Zhang
Jane Hume
Super

Government finalises new super portfolio holdings disclosure rules

The government has finalised new regulations which will require super funds to disclose their portfolio holdings to...
16 November 2021 • By Tony Zhang
Accountants to see revenue boost from SMSF clients
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Accountants to see revenue boost from SMSF clients

Accountants are expected to see a continued increase in revenue from the SMSFs as sector-wide opportunities increase;...
15 November 2021 • By Tony Zhang