4+ day, 11+ hour ago   (428+ words) The report, released on 8 September, found that there are now 680,301 SMSFs in Australia, with more than 52,000 new entries since June 2025. The June 2026 quarter saw 12,264 new entrants. Total membership of funds increased to more than 1.24 million Australians up from 161,024 in June…...

1+ week, 2+ day ago   (625+ words) The Association said that although the Government has stated that superannuation funds, including SMSFs, and most widely held trusts are excluded from the reforms, the interaction of the proposed capital-loss ordering, indexation and attribution rules may nevertheless cause an SMSF…...

1+ week, 4+ day ago   (308+ words) The quarterly superannuation update from the Australian Prudential Regulation Authority revealed that total SMSF assets went from $1,068.7 billion in June 2025 to $1,107.2 billion this quarter. The data also revealed that more people are opting to take lump sum payments which rose…...

1+ week, 4+ day ago   (524+ words) On the latest episode of the SMSF Adviser Show podcast, Dunn said the mandatory education requirements announced in the latest swathe of reforms last month have yet to be finalised and how it will look is still uncertain. “If you…...

1+ week, 4+ day ago   (572+ words) “Clients might think their super gets dealt with by the will, and that may be the case, but often what their reality is and what their intentions are don’t align, and that’s when, of course, a lot of disputes can…...

1+ week, 5+ day ago   (272+ words) The regulator said the Better Targeted Super Concessions (Division 296) is now law and applies from the 2026-27 financial year onwards. This means that from 1 July 2026 individuals with a total super balance (TSB) above the large super balance threshold (LSBT), set at…...

1+ week, 5+ day ago   (296+ words) Ellem said on a recent compliance webinar that the cost-base reset is tied to 30 June 2026 market values but isn’t due until the 2026–27 return — an important distinction as SMSFs prepare for the first year of Division 296 reporting. Ellem said he has…...

1+ week, 6+ day ago   (442+ words) Miller said on a recent webinar for Super Guardian that despite the changes to the rules on limited recourse borrowing arrangements SMSFs can still acquire residential property if they do it directly. “As long as it’s not leased to a…...

2+ week, 3+ day ago   (661+ words) The Association has released a comprehensive response to the government’s Protecting Consumers in the Superannuation System reforms outlining those it supports and those for which it would like further review. “As mentioned by the Assistant Treasurer in his speech [to…...

2+ week, 4+ day ago   (453+ words) Moussa told SMSF Adviser that although the ban on limited recourse borrowing arrangements for residential property is now in force, it has not changed where investors are borrowing but rather broadened the range of investment opportunities that SMSF investors are…...