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June 12, 2025

How to verify compliance with trustee declarations

As part of the annual compliance audit, SMSF auditors must confirm that trustees have properly signed and stored their trustee declarations. Auditors must verify this for […]
June 5, 2025

Upcoming personal transfer balance cap changes

New proportionally indexed personal transfer balance caps are expected to display in ATO online from 11 July 2025. The general transfer balance cap (TBC) will be […]
May 22, 2025

ATO warns against websites sharing fake news on superannuation preservation age

The ATO is warning against fake news about changes to the superannuation preservation rules and withdrawal rules. The Australian Taxation Office (ATO) is warning the community […]
May 16, 2025

Superannuation death benefits

What you need to know about receiving a superannuation death benefit after someone has died. When a person dies, what happens to their super? When a […]