Division 296 Super Tax: Major Revisions Shift the Landscape
In a significant development, Treasurer Jim Chalmers has announced sweeping changes to the proposed Division 296 superannuation tax, following two years of industry feedback and public debate. These revisions mark a substantial shift from the original model outlined earlier this year, which drew criticism for taxing unrealised gains and lacking indexation. What’s Changed? The Government’s […]
Why Choose an SMSF Over a Retail Fund?
Key Advantages Over Retail Super Funds + Case Studies One of the most important decisions anyone must make about their retirement savings is selecting the best superannuation fund for them. Most Australians are part of a retail super fund, which is typically managed by a large financial institution. However, more Australians than ever before are part of […]
SMSF Best Practices in 2025
Tips for Setting Up or Optimising Your Fund SMSFs are more popular than ever before with families and individuals seeking more involvement in their retirement savings. According to the latest figures from the ATO, almost 1.2 million Aussies have a self-managed super fund (SMSFs). While SMSFs offer more control over investments, they also come with […]
How Much Does it Cost to Wind Up a SMSF?
Once a fund has been wound up, it cannot be reactivated. It’s also important to follow critical steps in this checklist and the ATO’s winding up an SMSF Form. Your SMSF wind up checklist As stated by the ATO, the following tasks are required when winding up an SMSF: Some of these items are in […]