
selfmanagedsuper provides the latest #SMSF industry developments from compliance, strategic, technical, investment and practice management perspectives
Sydney, Australia
Joined November 2020
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Australia is one of six countries to receive an A grading for its retirement income system in the latest Marsh CFA Institute Global Pension Index. ow.ly/OxHv50ZZEGl
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #retirement
The ATO has noted the changes in the usage of LRBAs for SMSFs with updates across a number of key guidance documents. ow.ly/8heA50ZZEFG
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #LRBA #Property
Auditor numbers have continued to fall for the third year with the cohort of practitioners nearly one-third smaller than five years ago. smsmagazine.com.au/news/2026…
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Auditor
While advisers and superannuants understand the need to lodge a notice of intent in a certain order, other timing factors can ruin those plans. ow.ly/1EtX50ZZEEz
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Contributions
Lack of appropriate evidence pertaining to the ownership of SMSF assets is currently causing concern for the ATO with regard to fund audits. ow.ly/47a450ZZEEf
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #Auditing #Cryptocurrency #Digitalassets
📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/gqRf50ZYKA4
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation
The ATO has noted the changes in the usage of LRBAs for SMSFs with updates across a number of key guidance documents. ow.ly/MVh850ZZjWo
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #LRBA #ATO #Property
It is prudent to discuss the treatment of SMSF establishment expenses with the fund auditor to ensure the process does not raise compliance issues. ow.ly/E2bV50ZZjVS
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Compliance #Auditor
Superannuants who have spent time out of Australia can still make large contributions to their fund on their return with no extra hurdles. ow.ly/cxW050ZZjUW
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Contributions
AI use among financial advisers may be mainstream, but many practices are yet to implement official policies for the technology. ow.ly/uBLv50ZZjUa
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #AI
📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/Rr8Y50ZYKA2
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation
SMSF members using the future service deduction for insurance premiums may kick a tax burden down the road to their beneficiaries. ow.ly/A4Ky50ZYVEH
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Tax #Insurance
Two of the superannuation reforms in the pursuit of greater consumer protection have been questioned over their practicality. ow.ly/EEJe50ZYVCU
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Compliance #Regulation
The workload for auditors continues to grow, highlighting the productivity gap developing among practitioners. ow.ly/nAyM50ZYVAl
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditors #Auditing
The regulator has handed down another ban on a former MWL Financial Services adviser for failures relating to the Shield Master Fund. ow.ly/5Lr250ZYVzf
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ASIC
📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/iR5g50ZWCYq
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Janus Henderson has released a new research-based global ETF on the Australia Securities Exchange. ow.ly/oxtI50ZY4UP
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ETF
An SMSF can provide a loan to another fund, but this requires both sides meeting a range of legal and trustee obligations across the board. ow.ly/vjjE50ZY4Uk
#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Loan #trustees
#ArticleOfTheWeek: 2026 SMSF roundtable: Time of mass change – Part 3
Proposals to introduce stronger requirements around SMSF bank account details and written investment strategies raised questions at the selfmanagedsuper 2026 SMSF roundtable as to why such changes need to be made and how effective they will be.
Read the full article: ow.ly/5oWL50ZY5lH
#SMSF #Superannuation #smsmagazine #roundtable
Join Jason Spits for a quick roundup of this week’s most important SMSF news in the latest edition of The Week That Was — keeping you up to date on what really matters.
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