SMSF

From 1 July 2026, key superannuation contribution limits will increase as a result of indexation to AWOTE. We breakdown what is changing and what it could mean for you.

With Payday Super approaching, now is the time for SMSF trustees and employers to confirm that their systems, bank accounts and SuperStream details are up to date.

Division 296 has officially passed, introducing a new layer of tax on super balances above $3M from 1 July 2026. For affected clients, this represents a significant shift in how large super balances are taxed, and why early planning matters.

Latest changes to Division 296 tax for superannuation, including new thresholds, delayed start dates and what SMSF trustees need to know to make informed decisions.

Pension transfer balance cap increased from $1.9 million to $2 million on 1 July 2025 – check out what it means for your retirement strategy.

If your SMSF leases property to your business or a related party, make sure lease terms, rent reviews and payments are current and compliant.

With the proposed Division 296 tax on super balances exceeding $3M set to take effect, SMSF members retaining high balances are being urged to revisit their estate and succession plans without delay.

Our Financial Planning team breaks down when you might be eligible for a tax deduction on insurance premiums and when tax deductions don’t apply.

The proposed $3M super tax will impact specific professions hardest, with ANU analysis revealing the broad financial impact of taxing unrealised gains on illiquid assets.