Insights

How SMSFs are taxed

How SMSFs are taxed

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on income Self-managed super funds (SMSFs) must pay tax on their assessable income. The most common types of assessable income are: assessable contributions net capital gains interest dividends rent. A complying superannuation fund

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Dividend versus growth investing – which option suits you?

Dividend versus growth investing – which option suits you?

Picking an investment strategy depends on your life stage, income needs and tax factors When considering a strategy for investing in shares, a good question to consider is do you prefer generating steady income, or pursuing long-term growth? Your answer will more than likely determine whether you focus on dividends

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Market movements and review video – July 2026

Market movements and review video – July 2026

Stay up to date with what’s happened in the Australian economy and markets over the past month. June delivered a mixed picture for the Australian economy as the new financial year begins. Headline inflation eased, but underlying inflationary measures rose to their highest level in almost two years, reinforcing expectations that interest rates may

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