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Smsf Adviser

SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.

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News

SMSF Adviser
smsfadviser.com > choice-integrity-and-evidence-must-guide-smsf-reform-smsfa

Choice, integrity and evidence must guide SMSF reform: SMSFA

3+ week, 4+ day ago   (1056+ words) measures aimed at protecting consumers, including SMSF trustees, preventing further consumer harm and ensuring...the measures can operate as intended in practice. SMSF Association CEO, Peter Burgess, said it is pleasing...understand the rationale for introducing mandatory SMSF trustee education…...

SMSF Adviser
smsfadviser.com > smsf-assets-continue-to-grow

SMSF assets continue to grow

1+ week, 4+ day ago   (308+ words) Prudential Regulation Authority revealed that total SMSF assets went from $1,068.7 billion in June 2025 to...

SMSF Adviser
smsfadviser.com > smsf-disputes-control-issues-advisers-must-address

SMSF disputes: Control issues advisers must address

3+ week, 3+ day ago   (1032+ words) brothers who were the only members and trustees of an SMSF. The court ultimately removed one brother and appointed...fact-specific, the case remains a useful reminder that once SMSF relationships break down, the pathway back to orderly...

SMSF Adviser
smsfadviser.com > accounting-bodies-support-mandatory-smsf-education

Accounting bodies support mandatory SMSF education

3+ week, 2+ day ago   (349+ words) lead for CPA, said taking responsibility for an SMSF involves significant legal, governance and investment...responsibilities before making the decision to establish an SMSF,” Webb said. He continued that the reforms announced...

SMSF Adviser
smsfadviser.com > new-regulations-substantial-overhaul-to-smsf-establishment

New regulations 'substantial overhaul' to SMSF establishment

1+ week, 4+ day ago   (524+ words) On the latest episode of the SMSF Adviser Show podcast, Dunn said the mandatory education requirements...work today.” Speaking with Natasha Panagis, senior SMSF specialist for Heffron, Dunn said the idea of trustee...knowledge test, that will need to be…...

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smsfadviser.com > new-rules-to-apply-to-smsfs-as-mulino-overalls-finance-sector

New rules to apply to SMSFs as Mulino overhauls finance sector

3+ week, 4+ day ago   (601+ words) into Shield and First Guardian through SMSFs and SMSF losses have already placed immense strain on the...already underway within the sector, including the SMSF Association’s efforts to uplift trustee education...decision-making,” he said. “We will also align the first…...

SMSF Adviser
smsfadviser.com > smsf-advantage-with-future-service-benefit-deduction

SMSF advantage with future service benefit deduction

3+ week, 5+ day ago   (267+ words) held in a large fund and retirement savings in an SMSF, a relatively common scenario for APRA fund members who roll their savings over to an SMSF, a potential six-figure tax benefit is being lost.”...

SMSF Adviser
smsfadviser.com > get-your-smsf-audits-off-to-a-strong-start

Get your SMSF audits off to a strong start

6+ day, 7+ hour ago   (334+ words) The regulator said preparing early gives SMSF auditors time to identify and resolve any issues...performed and the basis for their conclusions. Finally, SMSF auditors should also consider how any issues they...issues before finalising the audit. The ATO’s 2026–27 SMSF…...

SMSF Adviser
smsfadviser.com > new-regulations-spark-concerns-among-smsf-trustees

New regulations spark concerns among SMSF trustees

2+ week, 5+ day ago   (302+ words) superannuation fund into a self-managed superannuation fund (SMSF) has some trustees feeling anxious. The changes...supporting the ATO to provide greater visibility to SMSF trustees, in particular those with low balances,...regulated funds. “It is a challenging landscape for SMSF…...

SMSF Adviser
smsfadviser.com > australias-leading-smsf-professionals-announced-as-2026-finalists

Australia???s leading SMSF professionals announced as 2026 finalists

2+ week, 5+ day ago   (110+ words) will be celebrated at the prestigious black-tie SMSF Awards gala, taking place at the Sofitel Wentworth Sydney on 16 October. “The SMSF Awards shine a spotlight on the individuals and...Awards and Conferences at Prime Creative Media. SMSF Specialist Accountant of…...

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