Financial Observer

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering. ow.ly/kMmK50WWnbj #SMSF #financialplanning #Superannuation #smstrusteenews #Investments #AssetManagement #PrivateCredit

⏳ Tomorrow’s the day – Sydney! SMSF Trustee Empowerment Day kicks off TOMORROW at the Sydney Masonic Centre! 📅 We can’t wait to see all our Sydney attendees for a day of insights, strategies and networking! ✨ Not attending in person? Join us digitally. Learn more: ow.ly/SLmW50WWwkg #SMSFTED

🚀 4 days to go – Sydney! Get ready for SMSF Trustee Empowerment Day 2025 in Sydney. Here’s a sneak peek of what’s coming: 🔹 The current SMSF landscape – Darin Tyson-Chan, smstrusteenews editor 🔹 It’s your super, but not yet… – Fabian Bussoletti, SMSF Association technical manager 🔹 ATO SMSF essential insights and regulatory update – Paul Delahunty, ATO trustee regulatory obligations director 🔹 The ins and outs of SMSF death benefits – Tracey Besters, The Strategy Hub 🔹 Hot SMSF topics – panel discussion & live Q&A ✨ Can’t attend in person? You can still join us digitally. Learn more: ow.ly/QYS950WUWnb #SMSFTED

The amount needed to fund a comfortable retirement rose by nearly 2 per cent over the June quarter, with retirees spending more on digital connectivity. ow.ly/faaI50WUuVp #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Retirement

There is a possibility trustees will be required to pay a pro rata minimum on a failed pension before it can be commuted properly. ow.ly/BFtM50WUuWT #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Pensions

The larger the transfer balance cap and contribution caps become, the more likely they are to change, creating opportunities to reuse them. ow.ly/sgUM50WUuZ9 #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Contributions #transferbalancecap #contributioncap

SMSFs may cause revised pension payment rules to be applied to past failures to make minimum payments by seeking ATO discretion on those errors. ow.ly/Tgy950WUv0T #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #pensions #ATO

Sponsor Spotlight: ABC Bullion ✨ We’re excited to welcome ABC Bullion as a sponsor of SMSF Trustee Empowerment Day 2025! Meet the team at SMSFTED 2025 and discover how gold and silver could support your SMSF strategy. Register now: ow.ly/t6xr50WQ4Rk #SMSFTED

#FromTheEditor: Don’t say you weren’t warned SMSFs with outstanding annual returns will come under greater scrutiny from the ATO, which is concerned by a rise in late lodgements. In this must-read editorial, smstrusteenews editor Darin Tyson-Chan breaks down the ATO’s latest corporate plan for 2025/26, why late SMSF annual return lodgements remain the regulator’s biggest red flag, and the looming compliance crackdown trustees can’t afford to ignore. Read it now: ow.ly/yc6x50WT02w #SMSF #Superannuation #ATO #FromTheEditor #smstrusteenews #trustees

Ausbil has announced the launch of its first active ETF, making its Active Dividend Income Fund available on the ASX. ow.ly/Plwp50WTQJv #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ETFs #Investments #ASX #Incomefund

SMSF auditors should closely examine an audit report issued by a wrap account as it unlikely to be sufficient evidence on its own. ow.ly/NQ3n50WTQNK #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Investments #Auditors #SMSFAuditors

The quality of audit evidence will vary depending on its source and SMSF auditors are obligated to rank that information when using it. ow.ly/AtvJ50WTQQi #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Auditors #SMSFAuditors

There has been a change in the way the ATO approaches how cryptocurrencies held inside an SMSF can be valued at the end of the financial year. ow.ly/Pbyl50WTQSG #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #Auditing #Compliance #Cryptocurrency #Investments #Crypto

𝐎𝐧𝐞 𝐖𝐞𝐞𝐤 𝐭𝐨 𝐆𝐨 – 𝐒𝐌𝐒𝐅 𝐓𝐫𝐮𝐬𝐭𝐞𝐞 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐦𝐞𝐧𝐭 𝐃𝐚𝐲 𝟐𝟎𝟐𝟓! 🗓️ 𝐒𝐲𝐝𝐧𝐞𝐲: 16 September 2025 | 📍 SMC Conference & Function Centre 🗓️ 𝐌𝐞𝐥𝐛𝐨𝐮𝐫𝐧𝐞: 18 September 2025 | 📍 Melbourne Convention and Exhibition Centre – 𝐋𝐢𝐦𝐢𝐭𝐞𝐝 𝐬𝐞𝐚𝐭𝐬 𝐫𝐞𝐦𝐚𝐢𝐧𝐢𝐧𝐠! Register now: ow.ly/vC6j50WSVLm #SMSFTED @SMSFassoc

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering. ow.ly/aFPq50WQjon #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #investments

A recent analysis on the value of financial advice has confirmed there is an untapped market for practitioners among younger Australians. ow.ly/lVop50WQjr1 #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #financialadvice #YoungerAustralians

An SMSF has the ability to pay lump sums to its members regardless of the trustee structure it is using, with guidance on this unchanged for decades. ow.ly/neWN50WQjsu #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Administration #Strategy #trustee

The SMSF sector has continued to expand, with ATO statistics showing the shift to younger member establishments continuing. ow.ly/9JEl50WQjv2 #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #SMSFA

Sponsor Spotlight: @okx 🌟 We’re thrilled to have @okx as a sponsor of SMSF Trustee Empowerment Day 2025! Connect with the @okx team in person and explore how their expertise can support your SMSF strategy. Register today: ow.ly/FntA50WQ4cw #SMSFTED #Crypto

Sponsor Spotlight: Superfund Property Valuations 🌟 We’re proud to have Superfund Property Valuations supporting SMSF Trustee Empowerment Day 2025 in Melbourne! Connect with their team in Melbourne on 18 September at SMSF Trustee Empowerment Day 2025 and see how they simplify the process. Register today: ow.ly/hUti50WOUFK #SMSFTrustees #SMSFTED