SMSF

Superannuation Changes from July 1: What’s Really Happening – and What’s Not

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 to Know for the 2025–26 Financial Year

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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Major Warning: Proposed Super Changes May Hurt Your Wealth — Act Now to Protect Your Future

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: What the ATO is Watching in 2025

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 Continues: ATO Data Shows No Signs of Slowing Down

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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‘Follow the Bunnings’: Top Tips for SMSF Property Investors

Investing in commercial property through a self-managed superannuation fund (SMSF) is an increasingly attractive strategy for those looking to secure stable yields and long-term capital growth. While residential property investment has faced tightening regulations and diminishing returns, commercial real estate remains a lucrative option—particularly for SMSFs in the retirement phase. At Boa & Co. Chartered

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Why SMSFs Require a Holistic Approach to Property Investment

Navigating the complexities of property investment through a Self-Managed Super Fund (SMSF) can be a powerful strategy for building retirement wealth, but it comes with a range of compliance challenges. Recent data from the Australian Taxation Office (ATO) indicates a growing interest in SMSFs investing in property, with residential property allocations rising 26.4% to $55.2

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TPD Payouts and SMSF Tax: What Members Need to Know

Total and Permanent Disability (TPD) insurance payouts can provide vital financial support for SMSF members experiencing a life-changing event. However, understanding the tax implications of these payouts is crucial, as they can vary significantly based on the member’s age and circumstances. Tax Treatment of TPD Payouts Key Considerations for SMSF Trustees Practical Steps for SMSF

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2025 Insights for High-Income Professionals: SMSF Considerations for Surgeons, Specialists, and Executives

As we approach 2025, high-income professionals such as surgeons, medical specialists, and corporate executives need to prioritize strategic decision-making within their Self-Managed Super Funds (SMSFs). With regulatory changes, evolving market conditions, and emerging compliance obligations, staying ahead is essential to protect and grow wealth. Here are some of the key SMSF considerations tailored for high-income

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