News

Administration

Reporting change requires attention to detail

TBA reporting

The shift to quarterly reporting will require greater vigilance by SMSFs in recording events while removing the perception they can post-date decisions.

read more
Superannuation

Super satisfaction down, but SMSFs on top

superannuation satisfaction

SMSF members have continued to be the superannuation sector’s most satisfied fund members during a period when overall satisfaction has fallen.

read more
Superannuation, Tax

Balance equalisation appeal to rise

balance equalisation strategies

Equalisation strategies may increase in their appeal as a method to counter the proposed new tax on member balances above $3 million.

read more
Investments, Strategy

Specialist firms launch strategy service

investment strategy service

Two specialist firms have launched a service to assist SMSFs create compliant investment strategies that match the specific aims and goals of a fund.

read more
Retirement

Cost of living continues to rise for retirees

cost of living

The cost of living for retirees increased by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

read more
SMSF

New SMSFs favour fewer members

New SMSFs members

Current statistics have revealed funds servicing fewer members have the most appeal for individuals looking to establish an SMSF.

read more
Superannuation, Tax

Super will remain best retirement vehicle

superannuation retirement savings

Superannuation will remain the best vehicle to manage retirement savings despite proposals to increase tax on earnings for some fund members.

read more
Investments

Franked dividend policy misses target

franking credits

The government policy to prevent company share buybacks from including franked dividends will not impact the parties Treasury has targeted.

read more
SMSF, Tax

Soft cap has member death impact

SMSF member death

The proposed 30 per cent tax on super balances above $3 million would continue to have an effect even after an SMSF member passes away.

read more
ASIC, Auditing

More ASIC auditor fee action needed

SMSF auditors fee

The fee auditors are charged for cancelling their ASIC registration is set to be reduced, but the SMSF Association wants more to be done.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.