30/07/2026
Investors with Self Managed Super Funds (SMSFs) should take note: the deadline to be eligible for grandfathering benefits is 10th August 2026. If your arrangement is aiming to receive grandfathered treatment, now is the time to review the relevant rules and confirm your fund’s status, documentation, and any required actions before the cut-off date. Getting this right can help avoid losing access to specific grandfathering concessions. For tailored guidance, speak with your SMSF adviser or accountant to understand how the deadline may apply to your circumstances.