SMSF pension shortfall – when can trustees self-assess?

SMSF pension shortfall – when can trustees self-assess?

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.   Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met. Fortunately, not every underpayment results in a pension ceasing....
CSLR levy on SMSFs unfair

CSLR levy on SMSFs unfair

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.   The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR. The...
Five steps towards a more confident retirement

Five steps towards a more confident retirement

Small steps today could make a big difference to how you feel about retirement.   Small steps today could make a big difference to how you feel about retirement. For many Australians, the answer isn't particularly reassuring. Retirement can feel like a distant...
How Our Diets have Changed.

How Our Diets have Changed.

Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026. . . . . . . . . . . .                  ...
New deeming thresholds could deliver small part age pension

New deeming thresholds could deliver small part age pension

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount. . Michael...
How to maximise the impact of your inheritance

How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely   . Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5...
Can I still get the Age Pension if my super is healthy?

Can I still get the Age Pension if my super is healthy?

A healthy super balance doesn't always rule you out of the Age Pension . Many Australians assume a healthy super balance means they're not eligible for the Age Pension. But that's not always the case.    If you have a decent superannuation balance and...