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Showing 1 - 10 of 312 results for "SMSF trustees"

Swyftx partners to simplify digital assets investment for SMSFs

MATTHEW WAI  |  FRIDAY, 2 OCT 2026
... for customers. "Importantly, this isn't about telling Australians what they should invest in. It's about giving SMSF trustees who have made the decision to consider digital assets access to the infrastructure, service and support they need to do so." ...

Banned SMSF auditor sentenced for falsifying reports

VINNY VUCAGO  |  THURSDAY, 3 SEP 2026
Banned SMSF auditor Kirstian Convery has been sentenced to 60 hours of unpaid community work after pleading guilty to continuing to act as an auditor while disqualified and falsifying audit documents. Convery was convicted by the Melbourne Magistrates ...

Industry reacts to Mulino's sweeping reforms

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
... Burgess said. "While we understand the rationale for introducing mandatory SMSF trustee education for prospective SMSF trustees, we welcome the acknowledgement of the work the association is already undertaking in this area to support confident, informed ...

LRBA ban raises questions as new details emerge

MATTHEW WAI  |  MONDAY, 27 JUL 2026
... housing, but critical for underpinning the rental market." Tate added removing the segment does not just affect SMSF trustees, but also weakens competition in the broader mortgage market, while adversely impacting housing supply and affordability. Aligning ...

Greens, Labor agree on LRBA ban on SMSFs

MATTHEW WAI  |  WEDNESDAY, 24 JUN 2026
... offer as many investors and SMSFs have planned their investments based on the existing rules. "Many investors and SMSF trustees have made legitimate financial commitments based on the existing rules. Any changes to LRBA rules should include appropriate ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... structural transformation of Australian retirement savings report, which surveyed some 820 investors, including SMSF trustees with and without crypto investments, and crypto investors with and without SMSFs, indicated almost half (46%) of trustees holding ...

AMP to relaunch SMSF property lending solution

MATTHEW WAI  |  TUESDAY, 27 JAN 2026
... That tension is driving demand for solutions that offer more control, flexibility and confidence," O'Malley said. "SMSF trustees want to retire on their terms - but without the right structure and support, those decisions can become harder. SuperEdge ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... First Guardian Master Fund as the "worst-case scenario" for switching superannuation funds based on bad advice. "SMSF trustees should be aware of the associated costs, responsibilities and risks. People who move their super from an APRA-regulated fund ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base is below ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...
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