WE. Insights
Superannuation & SMSF
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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Worked example: he wanted an SMSF. The modelling said not yet, so we said not yet.
A first officer wanted an SMSF to buy property. An illustrative worked example of modelling it properly, including what happens if the…
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Worked example: four super accounts, three policies and one exclusion she didn’t know about
Cabin crew pick up a super account at every base. An illustrative worked example of why you read what’s inside each one…
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Worked example: the captain who had cover for part of a nine-year problem
A 51-year-old captain, a lost medical and nine years until super unlocks. An illustrative worked example of the one number most pilots…
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A $50 million favour: how Labor traded away SMSF borrowing to get its budget through
The most revealing number in this week’s superannuation shake-up is not the size of the market being shut down. It is the…
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The Quiet Winner of the 2026 Budget: Why Super Just Got More Powerful
Super wasn’t improved in this Budget — but with almost everything around it taxed more heavily, it has quietly become the most…
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Understanding Superannuation and Personal Deductible Contributions
Many of you may be preparing your annual personal tax returns and might need to consider your superannuation contributions and how to…
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Exploring the Importance of the Retirement Condition of Release After Age 60
Many people who haven’t consulted a planner or delved into the newsletters from their superannuation funds might think they can only access…
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Understanding the Significance of the SMSF Trustee Declaration
Navigating the SMSF Trustee Declaration: A Comprehensive GuideSetting up or becoming a part of a Self-Managed Superannuation Fund (SMSF) involves a plethora…
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What are the distinctions between SMSF Estate Planning and Succession Planning?”
Many SMSF Trustees are aware of the importance of estate planning for the proper distribution of assets after their death. However, not…
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“Are You Prepared? The Ultimate SMSF 2023/24 Check List for Success”
With only a couple months remaining until the end of the financial year, it’s crucial to organize our SMSF and take full…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.