by David Busoli | 12 Oct 2026 | News
There has been some discussion in government circles about making education compulsory for anyone wishing to establish a self-managed superannuation fund. SMSF trustees take on considerable responsibilities, and understanding those responsibilities before accepting... by David Busoli | 9 Oct 2026 | News
Many SMSFs hold assets that can’t be split or sold quickly: commercial property, residential property, farmland, unlisted company shares, artwork. They can serve members well for decades but, when a member dies, they can become the hardest part of paying the... by David Busoli | 30 Sep 2026 | News
For the 3 years from 2023 to 2025 the ATO has disqualified around 2,000 SMSF trustees or trustee directors. Given that the register shows that 5,730 individuals have been disqualified since 2012 it’s obvious that this has now become an increasingly popular option for... by David Busoli | 24 Sep 2026 | News
The 5% in-house asset test is one of the most important compliance obligations for SMSF trustees. In-house assets include any loan to a related party, any investment in a related party (such as an equity stake in a related party company), and any asset leased to a... by David Busoli | 14 Sep 2026 | News
With the demise of an SMSF’s ability to acquire residential property using limited recourse borrowing there has been an understandable focus on the availability of alternative avenues. One suggestion has been to purchase a property via a unit trust or company where... by David Busoli | 10 Sep 2026 | News
Sometimes members have superannuation life cover in more than one fund. Typically, they have an SMSF for their savings, but their life cover is held either in a legacy APRA fund or as a standalone policy issued through a life insurer’s superannuation division. There...