Weekly SMSF intelligence for trustees.

4 June 2026

SMSF Valuations at 30 June 2026: Why They Now Carry Permanent Consequences

Your 30 June 2026 asset values now support the SMSF audit, Division 296 reporting, and the one-off cost base reset election. Here is what trustees should have on file before year end.

28 May 2026

CSLR SMSF Levy: The $154M Compensation Problem Facing Australian Trustees

Treasury is consulting on whether SMSF trustees should help fund a compensation scheme under serious financial pressure. Most trustees have never heard of it.

21 May 2026

ASIC Reviewed 100 SMSF Advice Files. 62 Failed. What That Means for Your Next Audit

ASIC reviewed how SMSFs are being set up. The weaknesses it found don't stay with the adviser. They follow the fund.

14 May 2026

SMSF Budget 2026: CGT, Negative Gearing and Trusts

The 2026-27 federal budget proposed major CGT, negative gearing and discretionary trust reforms. All three exclude SMSFs. For trustees holding growth assets, the relative position of super just shifted.

7 May 2026

CGT Discount Changes in the 2026 Budget: What SMSF Trustees Need to Know

The 2026 federal budget is widely expected to replace the 50% CGT discount for individuals with inflation indexation. For SMSF trustees, the change raises a question almost nobody is asking: does the tax advantage of holding growth assets inside super get bigger or smaller?

30 April 2026

Division 296 CGT Cost Base Reset: The Once-Only Election Every SMSF Should Know About

A new tax on super earnings above $3 million starts 1 July 2026. Buried inside the legislation is a transitional election that can permanently shelter years of built-up capital gains from its reach.

23 April 2026

SMSF Pension Minimum Drawdowns: The 30 June Deadline and What Trustees Must Know

Miss your SMSF pension minimum by 30 June and the ATO can treat the pension as having ceased from 1 July. Here is what trustees need to calculate, pay, and record before 30 June 2026.

16 April 2026

SMSF Investment Strategy Requirements: What the ATO Expects in 2026

Every SMSF must hold a written investment strategy - and it has to reflect how the fund is actually invested today. Most don't. Here's what that means at audit time, and what to check before yours.

9 April 2026

Binding Death Benefit Nominations for SMSF Trustees: Complete Guide (2026)

Your superannuation does not follow your will. A binding death benefit nomination is the document that decides who receives your super when you die - and most SMSF trustees have never checked whether theirs is still valid.

2 April 2026

Payday Super and SMSFs: What Trustees Need to Know Before 1 July 2026

From 1 July 2026, Payday Super ends quarterly employer contributions. SMSF trustees must verify their ESA, NPP-enabled bank account, and lodgement status before the deadline.

26 March 2026

ATO SMSF Compliance Priorities 2026: Lodgements, Loans and Data Matching

At the SMSF Association National Conference in Adelaide, the ATO outlined its enforcement focus for 2026. Overdue returns, prohibited loans, and expanded data matching are front and centre. Here is what it means for your fund.

19 March 2026

SMSF Contribution Strategies: Trustee Guide (2026)

The concessional cap is $30,000 for 2025-26, rising to $32,500 on 1 July 2026. Here is every contribution type available to SMSF trustees this year, and the decisions worth making before 30 June.

12 March 2026

Division 296 Tax: What SMSF Trustees Need to Know (2026)

Division 296 tax passed Parliament on 10 March 2026 and takes effect from 1 July 2026. Here is what it means for SMSF trustees, and what to do before 30 June 2026.