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September 17, 2025

Create your SMSF investment strategy

Understand SMSF investment requirements and creating your fund’s investment strategy. SMSF investments Before your self-managed super fund (SMSF) starts making investments, you must understand the investment […]
September 4, 2025

Commutations for SMSFs

How to action a partial or full commutation request and related tax consequences. What is a commutation? Commutation is the process of converting a self-managed super […]
August 28, 2025

ATO corporate plan 2025–26: What it means for SMSFs

Deputy Commissioner Emma Rosenzweig talks about our focus for SMSFs in our recently released corporate plan. The ATO has released its corporate plan 2025-26 and I want to […]
August 22, 2025

Protect your SMSF’s bank account

Do you know who has access to your bank account? Trustees must remain vigilant when managing their self-managed super fund’s (SMSF) bank account. Only authorized parties […]