Overhaul of legacy pensions gets thumbs up

The SMSF Association welcomes the announcement in the Federal Government’s Mid-Year Economic and Fiscal Outlook (MYEFO) that will allow the partial commutation of certain non-commutable pensions. SMSF Association Deputy CEO […]

Why SMSF trustees need to remain alert in 2021

First published in the Financial Review on 29 December 2020. On the radar are auditing changes, higher tax-free thresholds, increased contribution caps and an ATO crackdown on investment strategies. While thankfully […]

The optimal size for SMSFs when it comes to costs

First published in the Financial Review on 04 December 2020. Funds with balances of $200,000 or more are cost competitive with industry and retail superannuation funds and those with balances of $500,000 […]