News

Technology

OpenInvest enters new partnership

OpenInvest partnership

Investment and advice platform OpenInvest has forged a new partnership with a digital advisory group to expand its service proposition.

read more
Superannuation

Women lack confidence in super

women superannuation

A Fidelity International survey has found women are reluctant to plan for retirement and make voluntary contributions to their superannuation.

read more
Superannuation

SMSF returns on par with APRA funds

SMSF performance

SMSF performance against APRA funds has been skewed by reporting methods and funds with balances above $200,000 perform as well as their non-SMSF counterparts.

read more
Regulation

Budget super measures become law

superannuation parliament

A number of key measures from the last budget have passed through parliament, while others remain in limbo before the next election.

read more
Compliance & Regulation

Director ID penalties are severe

director ID penalties

Directors of corporate SMSF trustees have been warned severe penalties can be issued for non-compliance with the new director ID regime.

read more
Investments

Portfolio diversity not a legal requirement

investment diversity SMSFs

The ATO has made SMSFs aware of the lack of diversity in investment portfolios, but this is not a legal obligation that must be met.

read more
Business news

LRBA cost deductions limited

LRBA deductions

Limits apply to the tax deductibility of expenses related to setting up an LRBA, with the ATO viewing legal advice as outside the deduction provisions.

read more
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

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.