News : SMSF

Australian Shares, ETFs, SMSF

SMSF trading service launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

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ATO, SMSF, Trusts

Treatment of UPEs could change

Division 7A, ITAA, SIS Act, UPE, loans, unit trusts, unpaid present entitlements, Division 7A, Income Tax Assessment Act, financial accommodation, Sladen Legal, Phil Broderick, Federal Court, SIS Act, self managed superannuation, self managed super, SMSF

The treatment of UPEs as loans from beneficiaries to unit trusts may no longer stand due to a recent full Federal Court decision.

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Compliance & Regulation, SMSF

Disqualifications can be overturned

A recent AAT decision has shown a trustee disqualification can be challenged successfully if the right set of circumstances can be established.

A recent AAT decision has shown a trustee disqualification can be challenged successfully if the right set of circumstances can be established.

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ATO, SMSF, Tax

ATO messaging needs adherence

ATO, Emma Rosenzweig, SMSF National Conference 2025, release authorities, excess contributions, fraudsters, scammers,

The regulator has noticed a disturbing trend whereby SMSF trustees are ignoring critical pieces of correspondence relating to compliance breaches.

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Administration, ASIC, Compliance & Regulation, SMSF, Superannuation

Thousands of online scammers wiped out

The latest corporate regulator update revealed its enforcement actions shut down 10,000 websites and promotional activities in 2024..

The latest corporate regulator update revealed its enforcement actions shut down 10,000 websites and promotional activities in 2024.

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Compliance & Regulation, SMSF

Coercive control an SMSF problem

Coercive control, domestic violence, SMSF, SMSFA, Tracey Scotchbrook, Parliamentary Joint Committee, ATO, SMSF Association National Conference 2025

SMSFs have been identified as a financial structure that perpetrators of domestic violence and coercive control can use to their advantage.

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International Shares, SMSF, Superannuation, Trusts

Interest rate expectations favour small caps

Small caps, Global X, ETF, Billy Leung, exchange-traded funds, global market,

The current global economic environment reflecting an expectation of interest rate cuts presents an opportune moment for investing in small caps.

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Regulation, SMSF, Superannuation

SMSFs outperform industry rivals

Australian Prudential Regulation Authority, APRA, SMSF Association, University of Adelaide’s International Centre for Financial Services, ICFS, BGL Corporate Solutions, Class,  SuperMate, Dr George Mihaylov,

New research has found SMSFs outperformed APRA-regulated funds over a five-year period and balances continue to shape individual returns.

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Legislation, SMSF, Superannuation, Tax

Div 296 tax bill still not passed

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

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SMSF, Trusts

Shareholders key to corporate trustee

Accurium, company directors, company shareholders, corporate trustee, Estate planning, Mark Ellem, Self-managed superannuation, SMSF

Practitioners need to act with caution when appointing the shareholders of the SMSF corporate trustee company in the absence of any relevant rules.

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