EOFY SMSF Checklist for Trustees: What To Review Before 30 June As 30 June approaches, many self-managed super fund (SMSF) trustees begin thinking about contributions, pensions and year-end paperwork. But an effective EOFY SMSF checklist involves more than simply ticking boxes before the financial year closes. The end of financial year is one of the […]
READ MOREDivision 296 Tax: What SMSF Trustees Need to Know
What is Division 296 tax? Division 296 legislation has passed both houses as of 11 March 2026 without further amendments and will take effect from 1 July 2026. Division 296 tax is an additional tax on individuals whose total superannuation balance exceeds $3 million at year end. It targets earnings attributable to the portion of […]
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