News : Superannuation

Financial Planning, Legislation, SMSF, Superannuation

Coercive control an issue for SMSFs

Coercive control, domestic violence, SMSF, SMSFA, Tracey Scotchbrook, Parliamentary Joint Committee, ATO, SMSF Association National Conference 2025,

SMSFs have been identified as a financial structure that perpetrators of domestic violence and coercive control can use to their advantage.

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Contributions, Superannuation, Tax

Contribution can equal forgiven charge

An invoice issued by a trustee to their own SMSF for services but then forgiven can determine the value of the contribution needing to be recorded.

An invoice issued by a trustee to their own SMSF for services but then forgiven can determine the value of the contribution needing to be recorded.

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ATO, Business News, Compliance, SMSF, Superannuation, Tax

ATO releases auditor priorities

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

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Legislation, SMSF, Superannuation

Adviser loses ban appeal

A Melbourne-based adviser, first flagged over dishonest conduct nearly a decade ago, has lost an appeal to have his conviction and imprisonment overturned.

A Melbourne-based adviser, first flagged over dishonest conduct nearly a decade ago, has lost an appeal to have his conviction and imprisonment overturned.

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Aged Care, Downsizer, financial advice, Retirement, SMSF, Superannuation

Retiree confidence undermined

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

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Business News, SMSF, Superannuation

Excellence recognised for 2024

The annual sector awards were presented at the SMSF Association National Conference 2025 to four members whose excellence was recognised in 2024.

The annual sector awards were presented at the SMSF Association National Conference 2025 to four members whose excellence was recognised in 2024.

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Death benefits, Insurance, Legislation, SMSF, Superannuation

Caution needed with terminal illness benefits

SMSF practitioners should not adopt common rollover or pension strategies with terminal illness benefits as they should probably exit the super system.

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Retirement, Superannuation

Super release condition decision simplified

The decision on whether a superannuant has met a retirement condition of release has been simplified with the shift of the preservation age to 60.

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Legislation, Regulation, Superannuation

Division 296 reflects govt super agenda

SMSF practitioners should not adopt common rollover or pension strategies with terminal illness benefits as they should probably exit the super system.

The government’s super agenda has run counter to its promises to improve the industry, with the Division 296 tax an attack on the SMSF sector.

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ATO, fraud, Superannuation

ATO flags adviser role in illegal access

The ATO’s estimate of funds being illegally accessed from SMSFs has fallen, but it has identified advice telling people how to hide this behaviour using loans to members.

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