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smstrusteesnews is designed to cater purely for the information relevant to SMSF trustee – such as the latest compliance changes, investment updates and strategy considerations individuals need to allow them manage their retirement savings.

The use of an off-market transfer form as proof of beneficial ownership regarding an in-specie contribution seems less c...
09/06/2026

The use of an off-market transfer form as proof of beneficial ownership regarding an in-specie contribution seems less critical now. https://ow.ly/knYE50Z9jIa

SMSF practitioners are ideally placed to deal with CGT changes as they are similar to those made to the transfer balance...
09/06/2026

SMSF practitioners are ideally placed to deal with CGT changes as they are similar to those made to the transfer balance cap in 2017. https://ow.ly/fKw650Z9jHw

The length of time retirement savings will last is not based on a single factor, but the relationship between balance si...
09/06/2026

The length of time retirement savings will last is not based on a single factor, but the relationship between balance size, strategy and returns. https://ow.ly/gINz50Z9jG1

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it la...
09/06/2026

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it launched last November. https://ow.ly/mZiM50Z9jFw

The newest ETF from VanEck will focus on quality ASX stocks based on a bespoke index rather than market capitalisation s...
09/06/2026

The newest ETF from VanEck will focus on quality ASX stocks based on a bespoke index rather than market capitalisation size. https://ow.ly/pja350Z9cOn

Trustees can use a particular SIS Act section to assist them when a shortage of funds is preventing a minimum pension ob...
09/06/2026

Trustees can use a particular SIS Act section to assist them when a shortage of funds is preventing a minimum pension obligation from being paid. https://ow.ly/HUto50Z8I7X

08/06/2026

Missed last week’s headlines?

Here’s a quick recap of what made news in the SMSF space

: When benefits cease being ‘super’Terminally ill SMSF members are commonly considering pre-death withdrawal strategies...
05/06/2026

: When benefits cease being ‘super’

Terminally ill SMSF members are commonly considering pre-death withdrawal strategies. William Fettes analyses the complexities involved with such an approach in light of a recent legal decision.

Read the full article: https://ow.ly/ErCG50Z7xoi

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