SMSF Housekeeping

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    Get Ready for 2026–27: Practical Steps SMSF Trustees Must Take Now

    With the start of the 2026–27 financial year, SMSF trustees should take a proactive approach to ensure funds remain compliant and well positioned. Below is a concise checklist of the key legislative changes, compliance deadlines and practical steps trustees should prioritise. 1. Review Transfer Balance Cap and Pension Planning 2. Update Contribution Strategies and Caps 3. Pension Minimums, TRIS and…

    Superannuation