News

Legislation, SMSF, Superannuation

Financial abuse risk higher for SMSFs

A parliamentary committee has called for a review into how superannuation is used to engage in financial abuse, noting the structure of SMSFs raises the risk of one member abusing another.

A parliamentary committee has called for a review into how superannuation is used to engage in financial abuse, noting the structure of SMSFs raises the risk of one member abusing another.

read more
ATO, Regulation

Related-party loan angst detailed

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

read more
Australian Shares, Investments

Good year for Australian small caps

An Australian fund manager has predicted domestic small-cap shares will perform well in 2025 following a challenging few years for the sector.

An Australian fund manager has predicted domestic small-cap shares will perform well in 2025 following a challenging few years for the sector.

read more
Fixed Income, Investments

Fixed-interest future promising

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

read more
ATO, Financial Advice, SMSF, Superannuation

Contributions deduction issue fixed

The ATO has corrected an error in its procedures with regard to allowing SMSF members to claim a tax deduction for personal contributions.

The ATO has corrected an error in its procedures with regard to allowing SMSF members to claim a tax deduction for personal contributions.

read more
SMSF, Superannuation, Trusts

Notes to SMSF accounts have critical role

ATO

The notes to the financial statements for an SMSF take on particular significance due to the special-purpose nature of these entities.

read more
Property, SMSF, Superannuation

Residential property growth to cool

residential property

The residential property market has been forecast to experience a lower rate of capital growth in 2025 compared to previous years.

read more
Pensions

Legacy pension relief approved

Government plans to allow the commutation of legacy pensions are now in force after proposed changes were given royal assent this month.

read more
Auditing, Property

Short-stay lodging docs expected

Acceptable documentation for audit purposes is obtainable for short-stay accommodation properties held within an SMSF as proof of compliance.

read more
Investments, Property

REITS in good place for revival

Market conditions have aligned to create an environment in which REITs can bring solid returns that include a decent portion of income.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.