News : Superannuation

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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SMSF, Superannuation

SMSFA urges change in narrative

Meg Heffron, Peter Burgess, Heffron, SMSF Association, 

The SMSF sector should boost its messaging around the benefits of self-managed funds, with its industry body looking into how it can take the lead in this area.

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Business News, SMSFA, Superannuation

Younger trustees dominate new SMSFs

Class Benchmark Report, Stake, Jon Howie, Class, Tim Steele, SMSF Association National Conference 2025, Melbourne, SMSF,  

Younger superannuants continued to be responsible for the majority of SMSF set-ups in the six-month period to December 2024.

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Accounting, financial advice, Financial Planning, Superannuation

Reconsider accountants advice role

Accountants, superannuation advice, New Class of Adviser, Institute of Financial Professional Australia, IFPA, Natasha Panagis, ATO portal, registered tax agent, limited licensing

The ability for the proposed new class of adviser to provide super advice has reignited calls for accountants with their higher qualifications to be able to do the same.

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Commercial Property, Education, financial advice, SMSF, Superannuation

BRP test hinges on business operation

Property, commercial, Business real property. Natalie Scott, Accurium, 

Whether a tenant uses a premises to operate a commercial enterprise is the sole determining factor in satisfying one of the business real property criteria.

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