The Maths that Makes SMSFs a Tax Reform Target for Chalmers

The maths that makes SMSFs a tax reform target for Chalmers

SMSF growth has kept pace with big super funds. Tim Toohey says this all comes down to tax – and that could put a target on the sector.

New SMSF specific facility released

A multidimensional facility for SMSFs is set to be launched to provide both investment and administrative services to the sector.

Crypto holdings harder under Div 296

The volatile nature of cryptocurrency will make its retention within an SMSF portfolio more difficult under the proposed Division 296 tax.

Why investors could turn to private credit when Division 296 tax bites

Division 296 targets super’s paper gains above $3m High-balance SMSFs hunt fresh tax-friendly shelters Zagga backs private credit as a risk-adjusted alternative to earn steady income    Special Report: Division 296’s new super tax could push wealthy Aussies out of shares and into income-focused options like private credit, where the returns are real, steady and not taxed on paper gains. It’s being dubbed one of the biggest shake-ups to Australia…