News

Retirement, Superannuation

Post-retirement employment fine

SMSF Self-managed superannuation Condition of release definition of retirement

Starting a new job after having legally retired will not mean a person will lose the tax benefits from an existing income stream.

read more
ETFs, International Shares, Investments

US tech attraction not based on value

Index investing Valuations US market Talaria Capital Chad Padowitz Max Welby

Index investors flocking to the US tech sector are not considering the underlying values of these stocks and are being drawn in by exuberance and momentum.

read more
ATO, Compliance & Regulation, SMSF, Tax

New trust reporting rules in effect

SMSF Self-managed superannuation Unit trust Modernisation of Trust Administration Systems Annual return SMSF Association Tracey Scotchbrook

New ATO reporting rules for SMSFs receiving trust distributions are now in effect, impacting lodgements for the 2024 income year onwards.

read more
Bonds, Investments

Bonds a safe haven in volatile markets

Bonds Interest rates Floating and fixed rates Income Asset Management SMSF Self-managed superannuation

Investors should consider balancing their portfolios with both fixed and floating-rate bonds to secure stable returns amidst economic uncertainty.

read more
Compliance & Regulation, Investments, Property, SMSF

Laws impact overseas property holdings

Overseas property 13.22C entity In-house asset Sole purpose test SMSF Self-managed superannuation

While SMSFs can invest in property overseas, Australian laws may consider such an action a breach of trustee obligations and caution should be exercised.

read more
ETFs, Investments

New hedged tech ETF hits market

Global X ETF Exchange-traded fund Global X FANG+ (currency-hedged) ETF

Global X has broadened its range of currency-hedged ETFs by introducing a fund aimed at providing exposure to some of the largest technology companies in the United States.

read more
Legislation, NALI/NALE

Parliament passes NALE bill

NALE Senate House of representatives Treasury Laws Amendment (Support for Small Business and Charities and Other Measures) Bill 2023 Parliament Stephen Jones

Changes to the NALE provisions will become law, with only the question of when they will take effect yet to be answered.

read more
ATO, Auditing, SMSF

Action starting on unchanged asset values

SAR SMSF annual return ATO unchanged asset values

The ATO has issued letters to SMSFs that continue to report unchanged asset values and will be focusing on this year’s annual returns.

read more
Economy, Investments, Technology

Data needs will drive nuclear growth

Nuclear energy Artificial intelligence Global X

The growth of automation and digital services will drive the demand for more sources of energy, with nuclear power being seen as a viable option.

read more
Compliance & Regulation, LRBA

Safe harbour rates to rise

LRBA Interest rates Safe harbour Related-party loans SMSF self-managed superannuation

The safe harbour interest rates for related-party loans under an LRBA have increased slightly for the next financial year, avoiding the sharp rise of 12 months ago.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.