Fund Brief

Is your SMSF ready for 30 June?

Check your fund against the 2025-26 rules before 30 June. Takes 3 minutes.

Your report covers

1
Contribution headroomThe exact dollar amount each member can still put in before 30 June. Miss this and you leave tax-free money on the table permanently.
2
Division 296 exposureWhether the new 15% tax applies to your fund - and whether the 30 June 2026 opt-in election could save you thousands.
3
Property feasibilityWhether buying now would leave your fund dangerously short on cash - before you commit to anything you can't undo.
4
Compliance watchoutsIssues to fix before your auditor or the ATO finds them.
5
Questions for your adviserWhat to ask at your next meeting based on your actual numbers.
$350+$29

Free to start. Pay only to unlock your report.

5 questions. 3 minutes. Free to start.

Need help?
TermsPrivacyDisclaimer