Investments by an existing super fund

Manage your superannuation Make compliant SMSF investments We will help your superannuation fund invest in the way you want while staying within the rules. SMSFs have broad investment flexibility that retail and industry super funds cannot match. But that flexibility is bounded by rules that the ATO enforces strictly. The sole purpose test, the in-house […]

Solution Brief: Self-Managed Superannuation Fund Investment Rules

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]