Insights

Lodging your SMSF return on time is more important than ever

Lodging your SMSF return on time is more important than ever

Running your own self-managed super fund (SMSF) comes with many responsibilities and lodging an annual return is one of the most important. While paperwork may not be anyone’s favourite task, the Australian Taxation Office (ATO) takes the SMSF Annual Return (SAR) very seriously. As of February 2025, around 85,000 SMSFs

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Managing unexpected retirement

Managing unexpected retirement

Stopping work is a big shift – especially when you haven’t planned for it. Why you might face a sudden retirement Only one-third of Australians retire because they’ve reached retirement age. For many, retirement happens earlier than they expect due to events outside their control. These can include: Job loss

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