SMSF annual admin checklist
Use this handy printable checklist to make sure you’re on top of your SMSF admin requirements.
Articles by Penny Pryor
SMSFs: How to start a pension
Starting a pension from your SMSF involves some paperwork, but it’s not too onerous if you follow these guidelines. Â
Commuting an SMSF account-based pension
Stopping part or all of a pension can be a useful strategy for SMSFs in certain situations. We explain how and why.
Five common financial mistakes SMSF trustees make just before retirement
There’s a lot to think about when you’re on the threshold of retirement, so it’s not surprising that mistakes are made and opportunities overlooked. Here’s what to watch out for.
Starting an SMSF pension checklist
Running your own super fund offers greater control and flexibility when it comes to paying pensions, but there are still regulatory hoops to jump through.
Hitting your peak later in life (and planning for the lows)
Some things get better with age and some things, unfortunately, don’t. Putting in place a plan to deal with cognitive decline early on, can help with better wellbeing throughout your retirement.
Super news for June 2023
Retiree living costs outpace inflation, Spaceship Super stop order, Time to check your super, Roadmap for financial advice reforms, AustralianSuper cuts insurance costs, ETFs booming.
Super news for May 2023
Men hit hardest by super tax changes, Payday super benefits,
SMSFs performing well, Greenwashing under scrutiny, Rise of unlisted assets
Super news for April 2023
Super performance test to be fine-tuned; Retirees withdrawing too little income; billions in unclaimed super.
Super news for March 2023
Mixed response to super tax hike, Call to close gender super gap, Super consumer protections beefed up, ASIC clamps down on greenwashing, Latest SMSF statistics.
SMSF investment strategy health checklist
If you haven’t looked at your investment strategy in a while it’s probably time for a check-up because slip-ups can be costly.
Which asset classes are popular with SMSFs?
Listed Australian shares continue to be the most popular asset class for SMSF trustees but other assets are gaining ground.
Super news for February 2023
Legislating the objective of super, Quality of Advice report released, TBC to increase to $1.9 million, government urged to improve gender equity in super, ART and AV Super merger talks.
Everything SMSF trustees need to know about rebalancing
It’s been a wild ride on investment markets over the past 12 months, so if you haven’t already done so this could be a good time to review your investment allocations.
Super news for January 2023
Quality of Advice Review handed to the government, fees and costs reduced by majority of MySuper funds, and the number of SMSF trustees disqualified rises.
SMSF investment rules: What every trustee should know
Penalties for SMSF breaches rose on 1 January 2023 so it’s now more important than ever to make sure your SMSF is doing the right thing.
5 new year’s resolutions for your SMSF
Take a few minutes out of your day to make some financial commitments for your self-managed super fund in 2023.
SMSF property investment rules
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
