Investment strategy documentation essential for audit
Trustees must review their investment strategy duty throughout the year to avoid ATO scrutiny at audit time, an audit specialist has warned
SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates.
SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
Trustees must review their investment strategy duty throughout the year to avoid ATO scrutiny at audit time, an audit specialist has warned
What should trustees be considering in 2025?
What do you think were the biggest wins for the sector in 2024?
Where do you think potential future changes should be targeted?
Do you expect as many changes in the SMSF landscape in 2025 as we saw in 2024?
Do you think the Division 296 tax will be up again in February? If not, will it become a policy issue for the next election?
In the first of a six-part Q&A, SMSF Adviser asked its expert contributors what were the biggest events to impact the SMSF space in 2024
This year has highlighted what the power of the people can achieve in a David and Goliath scenario.
APRA’s decision to scrap bank hybrids could further attract SMSF investors to the private credit asset class given the attractive yields on ...
To call 2024 the SMSFA’s annus mirabilis might be an exaggeration – but only just. As I reflect on the year, the SMSF sector achieved a ...