Insights
Short articles on SMSF rules, setting up a fund, investment strategy and outsourcing. Most were first published in 2016 and 2017, and each one was reviewed against today's rules in November 2026.
Articles
These articles are general information, not advice for any fund or person. Rules and limits change: check the ATO's current figures before you act.
The role of an accountant in an SMSF
Published ·
The parts an accountant can play in an SMSF, from accounts, tax and administration to advice, and why the auditor must be a separate, ASIC-registered auditor.
For firmsHow SMSF outsourcing gives your firm an edge
Published ·
How outsourcing SMSF preparation helps accounting and financial planning firms – deadlines met, specialist work, consistency, lower cost, less key-person risk.
For firms6 questions to ask an SMSF outsourcing firm
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Before your firm hands SMSF work to an outsourcing provider, ask these six questions about experience, quality, your terms, fees and turnaround.
Tell us how many funds you have. We'll confirm the fee.
A few lines about your firm are enough. We reply within one working day.