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Family SMSFs: Can an SMSF Help Build Family Wealth?
More than 670,000 self-managed super funds (SMSFs) now manage over $1 trillion in retirement savings across Australia. Many Australians choose an SMSF because it allows them to make investment decisions for their own superannuation rather than selecting from the investment options offered by a large super fund. While investment choice is often the initial attraction, an SMSF can also provide
Small SMSF Rollovers Don’t Always Tell the Whole Story, Says SMSF Association
Recent commentary about small balance rollovers into self-managed super funds (SMSFs) has prompted concerns that Australians with lower super balances may be making risky financial decisions. However, the SMSF Association says those conclusions are based on incomplete data and fail to consider what is actually happening after the rollover occurs. Looking Beyond the Initial Rollover Speaking at the SMSF Association’s
ATO Releases Updated Guidance on New LRBA Rules
The Australian Taxation Office (ATO) has released updated guidance explaining how the new Limited Recourse Borrowing Arrangement (LRBA) rules will apply from 10 August 2026. The guidance confirms that the changes are not retrospective and explains when existing and future LRBAs will be affected. Existing LRBAs The new rules do not apply where an SMSF entered into an LRBA to
SMSF Property Borrowing Could Change: Here’s What You Need to Know
If you’ve ever considered buying property through your Self-Managed Super Fund (SMSF), there are two important developments you should be aware of. The first is a proposed Government plan to ban new SMSF loans used to purchase residential property. The second is the introduction of stronger Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) requirements that will affect many financial and
Why SMSF Establishments Will Take Longer and Cost More From 1 July 2026
The Australian Government’s new Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws are designed to combat financial crime. While few people would disagree with that broad objective, in practice it is the everyday law-abiding Australian who will ultimately bear much of the cost. For accounting firms, including SMSF specialists like us and other professional advisers, these laws create an entirely new
More Paperwork, More Questions: Australia’s New Anti-Money Laundering Requirements Explained
Why your accountant, broker, adviser and bank are suddenly asking for more information Have you noticed your accountant, broker, adviser or bank asking more questions than ever before? Questions about where your money came from. Why you’re setting up a company or trust. Who controls a business. What you plan to invest in. You’re not imagining it. Australia is rolling