SMSF

2026 Super Tax Overhaul: Impact of the New $3M Super Rule

Leave a Comment / Investment, SMSF, Tax Planning /

The Federal Treasurer, Jim Chalmers, has announced significant changes to the government’s proposed $3 million superannuation tax — a move that’s expected to ease concerns among investors, retirees, and tax experts.These adjustments aim to make the system fairer and more sustainable while giving trustees and high-balance super holders more certainty as they plan ahead for […]

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2026 Private Wealth & SMSF Trends High-Net-Worth Must Watch

Leave a Comment / Investment, Property Finance, SMSF, Tax, Tax Planning /

As we approach 2026, high-net-worth Australians and SMSF trustees face an evolving landscape of investment opportunities, regulatory changes, and tax challenges. Whether you’re managing an SMSF or building a private portfolio, staying ahead of emerging trends is critical to preserving and growing wealth. Below, we highlight key investment and wealth strategies for 2026, and explain

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SMSFs Shift Investment Strategies Ahead of the New Super Tax

Leave a Comment / Investment, SMSF, Tax Planning /

The Australian SMSF sector is experiencing major change as trustees respond to looming legislation that will impose a 30% tax on super balances above $3 million. With implementation expected from 1 July 2026, many investors are already rethinking their strategies to protect and grow retirement wealth. Shifting SMSF Investment Trends According to the latest SMSF

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Retirement Reboot: Key Steps Before Returning to Work

Leave a Comment / Australian Superannuation, SMSF /

In the past, retirement meant completely stepping away from work. But today, for many Australians—especially those from hardworking, family-oriented communities like ours—retirement is more flexible than final. In fact, over one-third of Australians aged 65–69 are still working or looking for work. Some want to stay active, some want to keep earning, and others simply

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Prepare Your SMSF for EOFY: Key Steps Before 30 June 2025

Leave a Comment / EOFY, SMSF, Tax /

As we approach the end of the 2025 financial year, it’s time for trustees of self-managed superannuation funds (SMSFs) to take action. Staying on top of your SMSF obligations now can help you avoid costly mistakes, reduce your tax burden, and ensure your fund remains compliant with the Australian Taxation Office (ATO). At Boa &

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Superannuation Changes from July 1 Explained Clearly

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With July 1 fast approaching, many Australians are hearing mixed messages about changes to superannuation—some true, others completely false. At Boa & Co. Chartered Accountants, we’re here to clear the confusion and ensure you’re well-informed and financially prepared. Superannuation is a hot topic in 2025—especially with changes just around the corner. If you’ve heard rumours

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Key SMSF Policy Changes for the 2025–26 Financial Year

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If you’re managing a Self-Managed Super Fund (SMSF), staying ahead of regulatory and tax changes is crucial. Several superannuation policy updates will take effect from 1 July 2025, and many of them will impact how you contribute, manage, and transition your super benefits. Here’s what you need to know—and how Boa & Co. Chartered Accountants

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What You Must Know to Protect Your Wealth Now

Leave a Comment / Business Tax, SMSF, Tax /

The Australian Labor government’s proposed changes to superannuation tax rules have sparked serious concern among investors, retirees, and financial professionals. Experts are warning that these changes could damage the very foundations of Australia’s retirement system — the “lifeblood of Australia” — and lead to unintended financial consequences for many Australians. At Boa & Co. Chartered

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SMSF Audit Compliance and Key ATO Focus Areas for 2025

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Regulator Highlights Key Audit Risks and Compliance Focus Areas The Australian Taxation Office (ATO) has outlined its compliance priorities for SMSF auditors in 2025, with a renewed focus on market valuations, high-risk auditors, and independence requirements. With over 32,000 new SMSFs established in 2024, marking a 21% increase from 2022–23, the ATO is tightening its

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SMSF Sector Growth Rising: Key ATO Insights for 2025

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Rising SMSF Numbers Reflect Strong Investor Confidence The latest ATO Self-Managed Super Fund (SMSF) quarterly statistical report for December 2024 has confirmed that the SMSF sector is continuing its strong growth, with nearly 9,000 new SMSFs established in the last quarter alone. The total number of SMSFs now stands at 638,411, marking an increase of

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