News

ATO, Compliance & Regulation

ATO flags reporting deadlines

ATO SMSF annual return Self-managed superannuation Asset valuation

SMSF trustees have been reminded of the obligations they need to satisfy before lodging their fund’s annual return for the 2023/24 income year.

read more
Administration

New cash account option for SMSFs

SMSF Self-managed superannuation Cash management account Australian Military Bank DIY Super Saver Dina Mok

A small bank servicing the defence sector has made its SMSF cash account available to any trustee with the promise of a more competitive interest rate.

read more
Investments

Inflation makes alternative assets a plus

SMSF Self-managed superannuation Alternative assets Wilson Asset Management Dania Zinurov

The inclusion of alternative assets in an SMSF investment portfolio can be very beneficial during periods of high inflation in the Australian economy.

read more
Regulation, SMSF

Residency rules misunderstood

Residency SMSF Central management and control test

SMSF trustees faced with spending time overseas are not properly adhering to the procedures regarding the central management and control rules.

read more
NALI/NALE, Regulation

NALI can taint all capital gains

NALI Non-arm's-length income TD 2024/5 Capital gains tax CGT

An example included in TD 2024/5 has shown how the NALI provisions can affect all SMSF capital gains realised in a particular income year.

read more
Australian Shares, Economy

Banks costly in momentum trend

Bank Equities Housing market Interest rates

Investors should be wary of Australian bank stocks, which are highly priced despite housing pressures and higher interest rates, and not buy into current market trends.

read more
Investments, Property

Better outcomes from new NDIS offering

NDIS National Disability Insurance Scheme Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

read more
Legislation, Pensions

Legacy pension fix announced

Legacy pensions Reserve allocations Stephen Jones

The government has released plans to address outstanding issues with legacy pensions including the ability to extinguish associated reserves.

read more
SMSF, Tax

Scam loss write-offs possible

Scam Tax deduction Capital Gains Tax CGT

Favourable tax treatment may be available to SMSF members who have been victims of an investment scam in certain circumstances.

read more
Investments

Physical gold mitigates investor risk

Gold SMSF

Holding physical gold can lower investor risk in comparison to purchasing shares in a company that participates in the commodity sector.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.