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The SMSF Property Ban May Not Be the End of the Story
You might remember that we recently wrote about the new rules restricting SMSFs from borrowing to buy residential property. Those rules started on 10 August 2026 and they are now law. In simple terms, an SMSF generally can no longer enter into a new limited recourse borrowing arrangement (LRBA) to buy an ordinary residential investment property. But it seems the
Got a Family Trust? There Are Changes You Need to Know About
If you have a family trust, you may have seen some fairly alarming headlines recently about a new 30% tax on discretionary trusts. So, does this mean your family trust is suddenly going to be taxed an extra 30%? No. But there are some significant changes being proposed and, if you have a family trust, they are worth knowing about. The
SMSF School? Not So Fast
Earlier this week, we wrote about the Federal Government’s proposed new rules for SMSFs, including mandatory education for people wanting to establish a new self-managed super fund. Now the SMSF industry is starting to respond, and while there is broad support for better trustee education, there is already some debate about exactly how it should work. Education? Yes. One size
Superannuation. What Does That Word Even Mean?
Have you ever actually thought about the word superannuation? Probably not. It’s a terrible word really. It’s long, sounds bureaucratic and doesn’t immediately mean anything to most people. Say “superannuation” and you can almost see people switch off. Which is a bit of a problem when, for many Australians, their super will eventually be one of the biggest pools of money
Shield & First Guardian: What It Means for YOUR Super
The collapse of the Shield Master Fund and First Guardian Master Fund has affected almost 12,000 Australians and around $1 billion in retirement savings. It is a serious failure and deserves a serious response. But there is one important fact that seems to be getting lost in the discussion: Shield and First Guardian were not SMSFs. They were managed investment schemes. That doesn’t mean
New Super Rules Are Coming: What They Could Mean for SMSFs
Just when you thought there had been enough change in superannuation for one year, another significant reform package has landed. On 19 August 2026, the Australian Government announced a new package of reforms aimed at strengthening consumer protection across the superannuation and financial services system. The changes follow the collapse of the Shield and First Guardian Master Funds, which affected