News

Currency

Cash most popular SMSF asset

SMSF cash

Listed shares have been a popular investment allocation for SMSFs, but cash and term deposits appear in almost every fund.

read more
Business news

ATO prompts on record-keeping, returns

ATO record returns

The ATO has reminded trustees that good record-keeping and the on-time lodgement of SMSF annual returns are legal requirements.

read more
Australian Shares, International Shares

Rising rates reshape share considerations 

interest rates share market

Share market investors should consider the risk of holding long-duration shares in their investment portfolios as interest rates are predicted to climb.

read more
Business news

Super praised for COVID-19 role

superannuation COVID-19

The federal opposition has acknowledged the critical role superannuation was able to play during the height of the COVD-19 pandemic.

read more
Retirement

Retirement living standard cost rises

Retirees living cost

The cost of living for retirees increased by the highest rate for a decade during 2021 due to price rises on non-discretionary purchases.

read more
International Shares, Investments

Emerging markets offer good value

emerging markets ESG

Emerging markets are undervalued and will be a source of good returns as ESG factors become more common.

read more
Pensions

Pension tax rules extension possible in death

pension death benefit

Concessional pension tax rules can apply to death benefit payments even if they are made out of an SMSF’s accumulation account.

read more
Investments

Wholesale investor change call lacks evidence

Wholesale investor definition

Calls to amend the wholesale investor test lack evidence of the harm the current threshold creates and ignore the voice of consumers.

read more
Investments

Magellan founder takes medical leave

Magellan founder leave

The head of Magellan Financial Group has stepped aside from his duties to take an undefined period of medical leave.

read more
ETFs

Two new ETFs from BetaShares

betashares etf

Investors will have new access to both the online retail and e-commerce sector, and the fixed income asset class after the release of two new ETFs.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.