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Pooled vs Segregated SMSFs: What Multi-Member SMSF Clients Need to Understand
One of the most important things to understand before setting up a multi-member SMSF is how ownership of investments actually works inside the fund. Many people assume: “My gold is mine” “Their crypto is theirs” “We each own separate investments” In a standard SMSF, that is usually NOT how it works. In short, there are two main ways investments and asset
No, Australia Has Not Introduced a “30% Death Tax”
There has been a wave of alarming commentary online following the recent Federal Budget announcements, with some claiming Australia is introducing a “30% death tax” on inheritances and family wealth. That is not what has been proposed. As with many tax announcements, the reality is more nuanced than the headlines — and unfortunately some commentary has created unnecessary fear and
Federal Budget 2026 – overview
The 2026 Federal Budget has introduced some of the biggest proposed changes to property investment and family trust taxation Australia has seen in decades. While many of the measures are still only proposals and detailed legislation has not yet been released, the direction is becoming increasingly clear. The Government appears focused on discouraging speculative property investment, redirecting investors toward new
Federal Budget 2026 – WAITO
In last night’s Federal Budget, the Government sought to deliver a narrative centred around cost-of-living relief, housing initiatives and tax reform aimed at “easing pressure on Australian households and businesses.” One of the headline “cost-of-living” measures was the introduction of the new Working Australians Tax Offset (WATO), which proposes to provide eligible workers with up to $250 per year from
Cash Isn’t Dead — It’s Fighting Back (And That’s a Win)
For years, Australians have been told the same story: cash is on the way out. But the Reserve Bank of Australia’s latest data tells a very different story — and frankly, it’s one worth paying attention to. According to the RBA’s 2025 Consumer Payments Survey, cash use hasn’t just stabilised — it’s ticked up. Around 15% of payments are now
Is Your SMSF Ready for EOFY?
As we move toward 30 June 2026, this is the time for SMSF trustees to get organised. EOFY is not just an admin deadline. It is a chance to make sure your fund is compliant, your records are up to date, and your next move is properly planned. For most trustees, the key questions are simple. Have all intended contributions