SMSF Australia Blog Articles

Can AI help manage your SMSF? Learn how artificial intelligence tools are being applied to SMSF administration, compliance monitoring, and record keeping.

Want to switch SMSF accountants? Learn how to nominate a new tax agent via the ATO's client-to-agent linking process and transfer to SMSF Australia with ease.

Don't miss key SMSF deadlines before 30 June 2026. Our EOFY checklist covers contributions caps, pension payments, asset valuations, Div 296 planning, and more.

If your SMSF minimum pension isn't paid in full, the pension fails and the fund loses its tax exemption. Learn the rules and ATO discretion.

Yes, SMSFs can invest in unlisted REITs, including public wholesale funds and private trusts. Learn the in-house asset rules, related party limits, and compliance

The average cost of running an SMSF depends on the provider, it ranges from $2k to $15k annually, our costs are $1.3k to $2k per year depending on factors like size, complexity

The Australian Taxation Office (ATO) have released their latest statistics for SMSF for the March 2025 quarter which shows the average SMSF balance is $835,000

The role of a self-managed superannuation fund (SMSF) accountant and a SMSF auditor are complementary whilst also having roles which are separate and distinct from each other. What role does

All SMSF expenses should be paid directly from the fund’s bank account. However, under certain circumstances a member can pay for fund expenses provided it is reimbursed on a timely

Technically yes, but practically not recommended. Find out why SMSF laptop purchases raise sole purpose test and audit risks with minimal tax benefit