News : Management

Administration, Insurance, Management, SMSF

Older policies can trap benefits

Temporary incapacity insurance SMSF

SMSF members with temporary incapacity insurance may find the benefits trapped in the fund if the policy has not been reviewed or funded through the right channels.

read more
Administration, Documentation, Management, Regulation, SMSF

State laws complicate incapacity rules

SMSF incapacity

When preparing for the incapacity of an SMSF trustee, practitioners must be aware of the legislative requirements of each state and territory where the fund may hold assets or interests.

read more
Estate Planning, Management, SMSF, Strategy

Power of attorney critical in incapacity

SMSF trustee enduring power of attorney

Nominating an enduring power of attorney prior to the possibility of incapacity is vital for SMSF trustees to avoid lengthy legal proceedings.

read more
Administration, Compliance, Management, NALI/NALE, SMSF

AAT overturns NALI interest ruling

NALI interest income AAT

The AAT has ruled interest derived from a complex lending arrangement established by an SMSF trustee was not NALI despite the arrangements being at non-arm’s length.

read more
Management, Practice Management

SMSF practice benchmark tool released

FASEA; education; tool

SMSF practitioners can examine areas of improvement using a new tool unveiled by Smarter SMSF.

read more
ATO, Compliance, Management

Trustee motivation on ATO’s radar

Hostplus; SMSF; investment

The tax office has flagged it will continue to monitor the establishment of SMSFs and will closely focus on the motivations of trustees during the registration process to ensure they are clear on their intentions with the fund.

read more
Management

SMSFs rank control over performance

People in SMSFs pay little heed to the performance of their fund and prioritise control, and this is reflected in the composition of their portfolios, according to Bell Direct.

read more
Estate Planning, Management

Practitioners must beware of EPOA trap

An industry lawyer has warned practitioners should approach the task of being issued with an enduring power of attorney for a client’s SMSF with caution as the role may not provide any reward for the individual concerned.

read more
Accounting, Management

Online portals flagged as key SMSF gap

SMSF trustees who use accountants as their main source of advice have expressed a demand for online access that allows them to monitor their fund, which in turn will lift their satisfaction levels, new industry research has revealed.

read more
Management

Corporate trustee key for loss of capacity

Establishing a corporate trustee SMSF may be optimal in avoiding complexities in cases of loss of capacity of trustees, according to a lawyer.

read more

Copyright © SMS Magazine 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.