May 2026 Newsletter
This is a Federal Budget Edition. Summary from the Budget Night on 12th May 2026.
This is a Federal Budget Edition. Summary from the Budget Night on 12th May 2026.
The April 2026 SMSF Newsletter highlights key ATO updates on trustee compliance, contribution rules, rental appraisal requirements, scam warnings, and reporting obligations to help SMSF trustees stay compliant and avoid costly penalties.
A practical guide to SMSF in-house asset rules, including related-party investment limits, exemptions, and compliance obligations.
From the proposed $3M super tax changes to stricter pension rules and increased contribution caps, trustees and advisers should prepare early for significant compliance and strategic planning changes from 1 July 2026.
Understanding how death benefit pensions work can help protect your super wealth, reduce tax, and ensure your beneficiaries receive benefits in the most effective way.
Actuarial certificates play a vital role in helping SMSFs accurately calculate tax-exempt pension income, remain compliant with ATO rules, and maximise tax efficiency.