News

Budget, Estate Planning, Legislation, Trusts

Feedback sought on trust tax operation

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

read more
Emerging markets, International Shares, Investments

Emerging markets lead global performance

Emerging markets outperformed developed markets in the 2026 financial year, with a notable feature being strong dividend returns.

Emerging markets outperformed developed markets in the 2026 financial year, with a notable feature being strong dividend returns.

read more
Compliance & Regulation, Legislation, Regulation

Lodgement confirmed as a trustee duty

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

read more
Artificial Intelligence, ETFs, International Shares, Investments

AI-powered ETF launched

VanEck has announced the launch of Australia's first ETF that will track an AI-generated index covering international equities.

VanEck has announced the launch of Australia’s first ETF that will track an AI-generated index covering international equities.

read more
Budget, CGT, Contributions, Tax

Contributions to reduce CGT marginalised

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

read more
Federal Budget, Investments, Residential Property

Call for new build LRBA carve-out

The SMSF Association is advocating for newly built properties to be excluded from the ban on LRBAs used to buy residential premises.

The SMSF Association is advocating for newly built properties to be excluded from the ban on LRBAs used to buy residential premises.

read more
Gold, Investments, Precious metals

Precious metal diversification improving

Portfolio allocations to precious metals to which SMSF trustees are committing are showing a reduced concentration in gold holdings.

Portfolio allocations to precious metals to which SMSF trustees are committing are showing a reduced concentration in gold holdings.

read more
Compliance & Regulation, Legislation, Payday Super, Superannuation, SuperStream

Prompt ESA action required

SMSFs switching ESAs should act in the coming days to ensure they are not caught out by delays that lead to contribution issues under Payday Super.

SMSFs switching ESAs should act in the coming days to ensure they are not caught out by delays that lead to contribution issues under Payday Super.

read more
Fixed Income, Inflation, Interest rates, Investments

Repeat of 2022 interest rate scenario unlikely

Despite the factors currently influencing global economies, interest rates are not expected to be raised numerous time for the remainder of 2026.

Despite the factors currently influencing global economies, interest rates are not expected to be raised numerous time for the remainder of 2026.

read more
Federal Budget, Legislation, LRBA, Residential Property

Residential property LRBAs banned

The government has decided to ban the use of LRBAs for the purpose of buying residential property in order to secure the Greens’ support for the budget.

The government has decided to ban the use of LRBAs for the purpose of buying residential property in order to secure the Greens’ support for the budget.

read more

Copyright © SMS Trustee News 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.