Rivkin

Rivkin Building Wealth Across Generations Through our own decades of investment, we get markets, and their cycles and put our knowledge to work for you every day.

First published in 1997, the Rivkin Report has always aimed to help stock market investors cut through the noise and focus on what matters most. Today, the Rivkin Report reflects over 200 hours a week of collective work from our investment team to produce in-depth market research, and stock analysis as well as a range of data-driven strategies which target growth and income for Australian and American portfolios. With a comprehensive educational program and dedicated market specialists for our clients, we strive to give you the tools you need to confidently manage your share portfolio and SMSF.

27/08/2026

Want access to professional market research while keeping full control of your investments? Many investors want expert insights without handing over control of their portfolio.

In this video, James Woods, Portfolio Manager at Rivkin Report, explains how The Rivkin Report works. Get access to market research, investment ideas, model portfolios and expert analysis while remaining in control of your investment decisions.

Watch now to see how Rivkin Report can help you make more informed investment decisions.

Start your FREE 14-Day Trial: https://rivkin.com.au/report

Want a closer look? Book a 15-minute walkthrough with Alex:
https://calendly.com/alex-lac-rivkin/15-minute-rivkin-report-walkthrough?back=1&month=2026-08



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DISCLAIMER: General advice only. Content does not consider any individual's objectives, financial situation or needs. Before acting on any information, consider whether it is appropriate for your circumstances. Published by Tarfaya Nominee Pty Ltd as trustee for Rivkin Littlewood Unit Trust, ABN 20 041 416 796, a Corporate Authorised Representative of Rivkin Securities Pty Ltd, AFSL 332 802.

26/08/2026

Running your own super fund should not mean drowning in paperwork.

SMSF trustees are responsible for administration, compliance, annual reporting, tax returns and audit requirements. Keeping up with these obligations can be time-consuming and complex.

In this video, Ali Jafri, Head of Superannuation at Rivkin SMSF, explains how professional SMSF administration can help simplify the process and support ongoing compliance.

Watch now to learn more.

Book a Free Consultation: https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO.

19/08/2026

Can your SMSF invest in anything you want?

Many trustees assume SMSFs have no investment restrictions, but that's a common misconception. While SMSFs offer a wide range of investment options, every investment must comply with superannuation laws and meet the sole purpose test of providing retirement benefits to members.

In this video, Ali Jafri, Head of Superannuation at Rivkin SMSF, explains what SMSFs can and cannot invest in, including shares, property, collectables, related-party transactions, in-house assets, and borrowing arrangements. He also discusses common compliance risks that every trustee should understand before making investment decisions.

Watch now to learn the key investment rules that could help you avoid costly mistakes and keep your SMSF compliant.

Book a Free Consultation at https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO.

06/08/2026

Financial statements, member statements, tax returns, and audits every year.

In this short video, Jon Casey, Head of Partnerships, explains why SMSF administration involves much more than just paperwork.

An SMSF comes with ongoing compliance responsibilities, and staying on top of them is essential. Rivkin SMSF helps trustees manage financial statements, member statements, investment reports, annual tax returns, and independent audit coordination all through one dedicated service.

By taking care of these important requirements, our team helps ensure nothing is overlooked, giving trustees greater confidence and more time to focus on their investment strategy.

Book a Free Consultation at https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO

05/08/2026

Decided to start an SMSF? Rivkin Super can help you get started with confidence.

In this video, Lindsay Huynh, Head of Retail SMSF, explains how Rivkin Super supports clients through the SMSF establishment process.

Setting up a self-managed super involves more than just paperwork. From completing your online application and preparing establishment documents to registering your fund with the ATO and assisting with ABN and TFN applications, our team helps take care of the important details.

With professional guidance throughout the process, you can focus on planning for your financial future while we help ensure your fund is established correctly and efficiently.

Book a Free Consultation at https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO

05/08/2026

Struggling to get your accountant and auditor on the same page?

In this short video, Jon Casey, Head of Partnerships, explains how Rivkin SMSF can take over the administration of your existing fund and simplify the process.

From financial statements and member statements to investment reports, tax returns, and audit coordination, everything is managed in one place. As a trustee, you remain responsible for your fund, while our team handles the administration so you can focus on managing your investments.

Learn how Rivkin SMSF can help make fund administration simpler and more efficient.

Book a Free Consultation at https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO

03/08/2026

Many SMSF trustees think the annual return is just a tax return, but it's much more than that.
In this video, Ali Jafri, Head of Superannuation, explains what's included in an SMSF annual return, why the audit process is essential, and the common compliance mistakes that can lead to penalties.
From reporting member balances and contributions to meeting ATO requirements and completing the annual SMSF audit, there are several important obligations that trustees need to stay on top of each year.

Learn what every SMSF trustee should know and how proper administration can help keep your fund compliant and running smoothly.

To learn more about how Rivkin SMSF can help manage your annual return and compliance requirements, click the link below.
Book a Free Consultation: https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable for you depends on your personal circumstances. Speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO.

02/08/2026

Struggling with your super fund annual compliance requirements?

Managing a self-managed super fund comes with ongoing responsibilities, from financial reporting and tax obligations to audit coordination and regulatory compliance. Keeping up with these requirements can be time-consuming and complex.

In this video, Lindsay Huynh, Head of Retail SMSF, explains how Rivkin SMSF can help manage your super fund administration and annual compliance requirements, including financial statements, tax returns, audit coordination, and lodgements. With experienced support available whenever you need it, you can spend less time on administration and more time focusing on your investments and retirement goals.

Speak with an SMSF specialist today and discover how simple super fund administration can be with Rivkin Super.

Book a Free Consultation at https://rivkin.com.au/smsf/ -contact



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO

30/07/2026

Running your own SMSF doesn't have to mean dealing with endless paperwork.

In this short video, Jon Casey, Head of Partnerships, explains how Rivkin SMSF supports trustees through every stage of their fund’s journey. From SMSF setup and ongoing administration to annual tax returns and SMSF audit coordination, our qualified accountants take care of all compliance requirements, allowing you to focus on managing your investments and planning for retirement.

Learn how professional SMSF support can make managing your fund simpler, more efficient, and fully compliant.

Book a Free Consultation at https://rivkin.com.au/smsf/transfer-your-smsf-to-rivkin/



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DISCLAIMER: SMSF services constitute general financial advice only and do not take into account your personal objectives, financial situation, or needs. Whether an SMSF is suitable depends on your personal circumstances; speak with a licensed financial adviser before making decisions about your super. Trustees retain legal responsibility for the fund. Rivkin Securities Pty Ltd, ABN 87 123 290 602, AFSL 332 802. SMSFs are regulated by the ATO.

What if staying informed about the market could also bring you closer to your next holiday?Subscribe to the Rivkin Repor...
30/07/2026

What if staying informed about the market could also bring you closer to your next holiday?

Subscribe to the Rivkin Report and gain access to regular market insights, expert commentary, and investment perspectives designed to help you stay up to date with what's happening in the markets.

For a limited time, enjoy 25% off the Year 1 Plan, making it even easier to access the insights and research trusted by Australian investors.

As an added bonus, you'll also go into the draw for the chance to win a Bali getaway, with a total prize pool worth up to $6,000.

Don't miss this opportunity to expand your market knowledge, save on your subscription, and put yourself in the running for an unforgettable escape.

Start your FREE 14-day trial today and enjoy 25% OFF the 1-Year Plan until 25th October 2026, plus receive 1 month FREE when you subscribe.

Book your Session: https://calendly.com/alex-lac-rivkin/15-minute-rivkin-report-walkthrough?back=1&month=2026-07



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DISCLAIMER: General advice only. Content does not consider any individual's objectives, financial situation or needs. Before acting on any information, consider whether it is appropriate for your circumstances. Published by Tarfaya Nominee Pty Ltd as trustee for Rivkin Littlewood Unit Trust, ABN 20 041 416 796, a Corporate Authorised Representative of Rivkin Securities Pty Ltd, AFSL 332 802.

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