
Record SMSF growth driven by digital access
Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement.

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

Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some situations, but buying and selling

If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation payment (DASP) If you’ve worked

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When you retire, some of the

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super fund (SMSF) trustees can meet
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective
Tax time is just around the corner, so now is the time to make sure you’re prepared for 30 June. Each year, the ATO highlights

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be their most significant source of

From 1 July 2026, super contributions are getting a refresh. Payday Super means your employer will pay your super at the same time they process

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how confidently you’ll step into it.
Please provide a few details so we can get to know what you would like to achieve when you speak to a Libertas Private Wealth Adviser.