News

SMSF, Tax

Div 296 tax just about dead

SMSF Association Peter Burgess Division 296 tax

The Division 296 tax bill is unlikely to progress any further through the Senate, but the government has yet to admit it is permanently stalled.

read more
NALI/NALE, Regulation, Tax

NALI tax allocation has flexibility

NALI Tax penalty SIS Regulations Accurium Mark Ellem Anthony Cullen

SMSF trustees cannot rely on the SIS Regulations to determine whether a NALI liability has to be allocated to a particular superannuation interest.

read more
Investments, Private Assets

Private credit role multifaceted

Metrix Credit Partners Andrew Lockhart private credit

The breadth of the private credit market means it can play a varied role within an investment portfolio depending on an individual’s aims.

read more
Administration, Trusts

SMSFs with unrelated parties imprudent

The establishment of an SMSF incorporating unrelated parties for joint investments is ill-advised and can complicate member disputes.

read more
Financial Advice, Investments

Dixon director has case dismissed

A case brought by ASIC against a Dixon Advisory director alleging a breach of duties in regards to decisions about the insolvency of the advice group has been dismissed.

read more
Bonds, Investments

Falling rates boost bond appeal

Interest rates have reached their high point and are likely to start falling, taking the shine off term deposits, but these can be replaced with quality bond investments providing similar returns.

read more
ESG, Investments

ESG labels unreliable

Investors have been encouraged to do their own research on the ESG claims of investment products to ensure they are true to label.

read more
Australian Shares, International Shares, Tax

Share volatility shows Div 296 severity

The Division 296 tax could lead to particularly unfair outcomes in situations where SMSFs hold certain equities that experience significant fluctuations.

read more
Documentation, SMSF

Voting by member balance flawed

A specialist lawyer has advised against super balance-based voting in SMSF constitutions, noting it may lead to an added administrative burden and unfair outcomes.

read more
Investments, Private Assets

Private markets being unlocked for SMSFs

A fund manager is providing SMSF members with additional avenues allowing them to access investment opportunities in global private markets.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.