News

Compliance & Regulation, Death Benefits, Estate Planning

Court can issue death benefit guidance

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

read more
Economy

Two more rate cuts tipped for 2025/26

A chief economist has predicted the RBA will drop the official interest rate two more times in the 2026 income year.

A chief economist has predicted the RBA will drop the official interest rate two more times in the 2026 income year.

read more
Documentation, Strategy, Succession Planning

Initial documents key to incapacity planning

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

read more
Bonds, Investments

Bonds protect both capital and income

A portfolio allocation to bonds can provide SMSF trustees with capital preservation as well as a reliable income source, particularly in market downturns.

A portfolio allocation to bonds can provide SMSF trustees with capital preservation as well as a reliable income source, particularly in market downturns.

read more
ASIC, Compliance & Regulation, Investments, Legislation

Macquarie to refund Shield investors

Macquarie Investment Management will return all funds invested into the Shield Master Fund via its superannuation platform.

Macquarie Investment Management will return all funds invested into the Shield Master Fund via its superannuation platform.

read more
Compliance & Regulation, Legislation, SMSF

SIS offers trustee rule breach relief

The Superannuation Industry (Supervision) Act provides some relief for SMSF trustees who have breached the rules by which they are bound.

The Superannuation Industry (Supervision) Act provides some relief for SMSF trustees who have breached the rules by which they are bound.

read more
Australian Shares, ETFs, Investments

Global X adds to growth ETF suite

Global X has added a second Growth at a Reasonable Price ETF to its product ranger focusing on quality Australian companies.

Global X has added a second Growth at a Reasonable Price ETF to its product ranger focusing on quality Australian companies.

read more
ATO, Compliance & Regulation

Regulator SAR letters need response

ATO correspondence regarding the non-lodgement of SMSF annual returns now has a more serious nature and should not be ignored.

ATO correspondence regarding the non-lodgement of SMSF annual returns now has a more serious nature and should not be ignored.

read more
Economy, Investments, Regulation

US rate cut hints at problems

The recent rate cut in the US may be a symptom of deeper economic problems that require investors to consider their exposure to that market.

The recent rate cut in the US may be a symptom of deeper economic problems that require investors to consider their exposure to that market.

read more
Administration, Compliance & Regulation, Pensions

ATO pension relief not likely

The probability of a successful application to the ATO to rectify a breach of the pension payment standards is very low.

The probability of a successful application to the ATO to rectify a breach of the pension payment standards is very low.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.