News

Contributions, Pensions

Final day of financial year noteworthy

30 June Contributions Minimum pension payments

Trustees need to consider the implications of having 30 June 2024 fall on a Sunday with regard to contributions and pension obligations.

read more
ESG, ETFs, Investments

ESG disparity heightens investor risk

ESG ETF Scientific Beta

The lack of a standard for sustainable investing has led to significant variations in fund returns among ETFs with ESG characteristics.

read more
ATO, Documentation, SMSF

ATO issues record-keeping reminder

ATO Record-keeping Changes SMSF SMSF annual return

SMSF trustees need to be aware of the annual return lodgement date and check how current fund records and the information are provided to the ATO.

read more
Australian Shares, International Shares, Investments

Investment cycles shifting

Investment cycle Macro policy

Macroeconomic policies and events are shifting the way investment markets work, but have opened the door to new opportunities.

read more
Administration, BDBN, SMSF

Multi-purpose deeds require caution

Trust deed Multi-purpose BDBN SMSF

SMSF trust deeds covering multiple parameters for certain actions of the fund need to be given particular attention from a compliance perspective.

read more
ETFs, Investments

New avenue to gold opened

Gold bullion ETF exchange traded fund Global X

Global X has broadened its presence in the local ETF market with the introduction of a second offering focused on physical gold.

read more
Pensions, SMSFA

Legacy pension amnesty missing

Legacy pension Amnesty SMSF Association Federal budget

The absence of an announcement declaring the government’s commitment to a legacy pension amnesty has disappointed the sector’s peak body.

read more
Economy, Pensions

Deeming rates freeze continues

Deeming rates Social security Federal budget

Social security deeming rates will remain locked at their current level boosting income available to age pension recipients.

read more
Legislation, SMSFA, Tax

Govt funds own Div 296 operation

Division 296 tax Defined benefit interests Federal budget SMSF Association

The government will spend more than $10 million to implement the proposed Division 296 tax on defined benefit interests.

read more
Economy, Superannuation

Industry backs paid parental leave super

Paid parental leave Federal budget

The decision to pay superannuation on paid parental leave has been widely supported as an effective measure to close the gender gap in retirement for women.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.