Is your SMSF investment strategy still meeting your needs? Know when to review it, what to consider and how to plan for cash flow and pension payments in retirement.

We look at SMSF property valuations and related-party leases, and the importance of having appropriate evidence ready to support market values and arm’s-length rental arrangements during the annual audit.

We recap changes to SMSF borrowing rules and how they impact investments. Learn how SMSF trustees can navigate the changes effectively.

Stay up to date with the latest 2026-27 Federal Budget tax changes, including updates to capital gains tax, testamentary trusts, SMSF borrowing rules and other key measures affecting individuals and businesses.

Payday Super has arrived. Learn what the new rules mean for employers, key compliance obligations, common pitfalls and the practical steps your business should take to stay compliant.

If your total super balance is near (or already above) the thresholds, it is important to contact your financial adviser to arrange tailored modelling.