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SMSF

The SMSF Levy Would Rise for the First Time Since 2013

The annual levy every self-managed super fund pays to the ATO would rise from $259 to $295 under a consumer-protection package the government announced in August, according to reports of the accompanying Treasury fact sheet. The change is a proposal only and no bill …

Aditi Sarkar | 12 October 2026

Why Can Direct Share Ownership Appeal to SMSF Trustees?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

What Should SMSF Trustees Know About Investing in International Shares?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

Why Might ETFs Be Considered as Part of an SMSF Investment Strategy?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

What Role Can Term Deposits Play in Managing SMSF Investments?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

Why Should SMSF Trustees Understand the Risks of Concentrated Portfolios?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

What Are the Key Considerations When Investing SMSF Money in Managed Funds?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

Why Can Property Investments Make SMSF Portfolio Management More Complex?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

What Rules Apply to Collectables and Personal-Use Assets in an SMSF?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026

Why Does Asset Allocation Matter for Long-Term SMSF Planning?

Under Australian superannuation law, this topic represents far more than an abstract theoretical debate. It defines the day-to-day operational reality of fund trustees, dictates the boundaries of permissible investment transactions, and directly influences the long-term wealth accumulated for retirement living standards. Understanding this core …

Sonal Goyal | 12 October 2026
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