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LEGISLATIVE AND REGULATORY SMSF CHANGES 2007-2020

To read this fact sheet in its entirety download the PDF version here.

Understanding SMSF Expenses

SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses incurred, not all

Apportioning SMSF Expenses

Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to apportion expenses to

Unsegregated SMSFs and Actuarial Requirements

As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI).

Implications of Late lodgement of your SMSF Annual Return

Fact Find: The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member

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