SMSF Newsletters

Stay informed with our monthly digest of SMSF industry updates, legislative changes, and ATO rulings curated by specialists.

Edition #21

superannuation and trusts

16 February 2026

In This Edition:

  • Start the year off right with good record keeping for SMSFs
  • Chartered Accountants ANZ Releases Regional News Updates for Members
  • Chartered Accountants ANZ Podcast Series Offers Professional Development and Updates
  • + 8 more articles
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Edition #20

superannuation and trusts

16 February 2026

In This Edition:

  • Social Security Guide on Superannuation and Trusts
  • Social Security Guide: Social Security Implications of Superannuation and Trusts
  • Social Security Guide: Treatment of Trusts for Income Support Purposes
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Edition #19

superannuation and trusts

16 February 2026

In This Edition:

  • Highlights: SMSF Quarterly Statistical Report September 2025 Released
  • Access Denied to SMSF Annual Return Due Date Information
  • AFCA Undertaking 500 Simultaneous Shield and First Guardian Investigations
  • + 2 more articles
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Edition #18

superannuation and trusts

15 February 2026

In This Edition:

  • Access to ATO SMSF Newsroom Article Denied
  • ATO Announces Participation in 2026 SMSFA National Conference
  • ATO Emphasizes Importance of Up-to-Date Audit Documentation for SMSFs
  • + 3 more articles
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Edition #17

superannuation and trusts

14 February 2026

In This Edition:

  • Division 296 Tabled: Small Wins for SMSFs, but Unintended Consequences Linger
  • SMSF Association Welcomes Sarah Court as New ASIC Chair, Highlighting Importance of Enforcement for SMSFs
  • Division 296 Cost Base Reset Flawed, Claims IFPA
  • + 5 more articles
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Edition #16

superannuation and trusts

22 January 2026

In This Edition:

  • Chartered Accountants ANZ COVID-19 Updates for Members
  • CA ANZ International Member News Hub Launched
  • SMSF Association Raises Practical Concerns Over Draft Division 296 Superannuation Tax Legislation
  • + 7 more articles
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Edition #15

superannuation and trusts

14 January 2026

In This Edition:

  • Chartered Accountants ANZ: Complaints and Disciplinary Processes
  • Chartered Accountants ANZ Offers Technical Support and Contact Information
  • Chartered Accountants ANZ Updates on State-Specific Member News and Events
  • + 6 more articles
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Edition #14

superannuation and trusts

24 December 2025

In This Edition:

  • SMSF Association Appoints New Director Ben Taylor
  • Revised Division 296 Tax Faces Implementation Challenges
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Edition #13

superannuation and trusts

24 December 2025

In This Edition:

  • Legacy Pension Amnesty Clarity: Social Security Impacts Easing
  • SMSF Association Calls for Immediate Compensation Scheme Overhaul Following High Levy Estimate
  • SMSF Association Bolsters Technical Expertise with John Perri's Appointment
  • + 7 more articles
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Edition #12

superannuation and trusts

24 December 2025

In This Edition:

  • Legacy Pension Amnesty Period Brings Greater Social Security Clarity
  • SMSF Association Calls for Urgent Overhaul of Compensation Scheme of Last Resort Funding
  • SMSF Association Appoints John Perri as Technical Manager to Boost Industry Support
  • + 8 more articles
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Edition #11

superannuation and trusts

24 December 2025

In This Edition:

  • Legacy Pension Amnesty Provides Greater Social Security Clarity
  • SMSF Association Calls for Immediate CSLR Overhaul Amidst Rising Levy Estimates
  • SMSF Association Calls for Higher Standards in SMSF Advice Following ASIC Review
  • + 7 more articles
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Edition #10

superannuation and trusts

22 December 2025

In This Edition:

  • Social Security Clarity Provided for Legacy Pension Amnesty
  • SMSF Association Demands Overhaul of Compensation Scheme Levy Amidst Rising Costs for Financial Advice Sector
  • SMSF Association Strengthens Technical Expertise with Appointment of Industry Heavyweight John Perri
  • + 7 more articles
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Edition #9

superannuation and trusts

17 December 2025

In This Edition:

  • Joint Bodies Submit to ATO on Draft Payday Super Compliance Guideline
  • Social Security Clarity for Legacy Pensions Post-Amnesty
  • ATO's NALI and Contributions Rulings Offer Clarity, But Miss Opportunities, Says SMSF Association
  • + 3 more articles
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Edition #8

superannuation and trusts

16 December 2025

In This Edition:

  • Joint Submission on ATO's Payday Super Compliance Approach for First Year
  • Joint Bodies Submit Guidance on Superannuation Retirement Income Solutions
  • SMSF Association Submits to ATO on Education Directives for Superannuation Contraventions
  • + 3 more articles
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Edition #7

superannuation and trusts

16 December 2025

In This Edition:

  • Professional Bodies Submit to ATO on Payday Super Compliance Approach
  • Superannuation Industry Bodies Submit Joint Guidance on Retirement Income Solutions
  • SMSF Association Submits to ATO on Education Directives for Contraventions
  • + 6 more articles
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Edition #6

superannuation and trusts

16 December 2025

In This Edition:

  • SMSF Association Submission – ATO PSLA issuing education directives
  • ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • Joint Submission – Guidance on best practice principles for superannuation retirement income solutions
  • + 7 more articles
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Edition #5

superannuation and trusts

16 December 2025

In This Edition:

  • SMSF Association Media Release: ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • SMSF Association Media Release: SMSF Association welcomes new Director Ben Taylor
  • Advocacy: SMSF Association Submission – ATO PSLA issuing education directives
  • + 3 more articles
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Edition #4

superannuation and trusts

15 December 2025

In This Edition:

  • SMSF Association Media Release: SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings
  • SMSF Association Media Release: ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • SMSF Association Submission: ATO PSLA issuing education directives
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Edition #3

superannuation and trusts

15 December 2025

In This Edition:

  • SMSF Association called for immediate CSLR overhaul following release of FY27 initial levy estimate
  • SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings
  • ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • + 3 more articles
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Edition #2

superannuation and trusts

15 December 2025

In This Edition:

  • SMSF Association called for immediate CSLR overhaul following release of FY27 initial levy estimate
  • SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings
  • ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • + 3 more articles
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Edition #1

superannuation and trusts

15 December 2025

In This Edition:

  • SMSF Association Media Release: SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings
  • SMSF Association Media Release: ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain
  • Blogs: Legacy pension amnesty period – Greater Social Security clarity provided
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Edition #0

Date unavailable

In This Edition:

  • Coming soon...
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