News : Strategy

Compliance, Direct Property, Investments, Pensions, Strategy

Liquidity issues should be flagged

SMSF auditors and accountants should be highlighting the need for liquidity inside funds where investments are locked into property assets.

SMSF auditors and accountants should be highlighting the need for liquidity inside funds where investments are locked into property assets.

read more
Documentation, Practice Management, Strategy

EPOA needed when SMSF set up

An enduring power of attorney should be put in place at the time an SMSF is set up to properly manage any trustee disability in the future.

An enduring power of attorney should be put in place at the time an SMSF is set up to properly manage any trustee disability in the future.

read more
Compliance, Contributions, Legislation, Regulation, Strategy

Likely EOFY retiree contribution issue

A specific interaction between super and tax law means a small group of retirees may face a narrow window of time in which to make contributions.

A specific interaction between super and tax law means a small group of retirees may face a narrow window of time in which to make contributions.

read more
Crypto Assets, Cryptocurrency, Investments, Strategy

SMSF crypto participation climbs

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

read more
Compliance, Documentation, Strategy

Key-person risk hinders wind-ups

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

read more
Administration, Strategy

Trustee structure no lump sum barrier

An SMSF has the ability to pay lump sums to its members regardless of the trustee structure it is using, with guidance on this unchanged for decades.

An SMSF has the ability to pay lump sums to its members regardless of the trustee structure it is using, with guidance on this unchanged for decades.

read more
Pensions, Retirement, Strategy, Tax

TBC contradicts sole purpose test

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

read more
Crypto Assets, Investments, Strategy

Two essentials for crypto investments

Access and storage are the key elements needing to be properly established when SMSF members are looking to invest in cryptocurrency assets.

Access and storage are the key elements needing to be properly established when SMSF members are looking to invest in cryptocurrency assets.

read more
Compliance, Contributions, Strategy

Compensation payments impact caps

Contributions caps will play a key role in the deciding the handling of compensation payments made to an SMSF or its members.

Contributions caps will play a key role in the deciding the handling of compensation payments made to an SMSF or its members.

read more
Compliance, Strategy, Trusts

Examine deeds for compensation payments

SMSF deeds factoring in provisions for receiving compensation payments should ensure they cover events even after a fund has ceased operating.

SMSF deeds factoring in provisions for receiving compensation payments should ensure they cover events even after a fund has ceased operating.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.