Financial Observer

Financial Observer is a leading source of news for professionals in the advice, wealth management and superannuation sector.

[Financial Observer @fin_observer]

@SIAAaust chief executive Maria Lykouras outlines the impact the amendments to the education pathway for advisers will make to the industry. Watch here: https://t.co/rMf0Ng8y5a

Join the SIAA 2026 Conference – Register https://t.co/NUMAoutJLG

#financialobserver #SIAA #Investing

[smstrusteenews @smstrusteenews]

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering. https://t.co/pOOM1VOhCB

#SMSF #financialplanning #Superannuation #smstrusteenews #Investments #AssetManagement #PrivateCredit

[smstrusteenews @smstrusteenews]

⏳ 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: https://t.co/GqXFrWNiDQ

#SMSFTED

[smstrusteenews @smstrusteenews]

🚀 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: https://t.co/vScaXSNHQo

#SMSFTED

[SMS Magazine @smsmagazine]

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. https://t.co/79H8ZzFIGV

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Retirement

[SMS Magazine @smsmagazine]

There is a possibility trustees will be required to pay a pro rata minimum on a failed pension before it can be commuted properly. https://t.co/ctJ4LERrMw

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Pensions

[SMS Magazine @smsmagazine]

The larger the transfer balance cap and contribution caps become, the more likely they are to change, creating opportunities to reuse them. https://t.co/oaqx39bxMH

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Contributions #transferbalancecap #contributioncap

[SMS Magazine @smsmagazine]

SMSFs may cause revised pension payment rules to be applied to past failures to make minimum payments by seeking ATO discretion on those errors. https://t.co/eG9DwD6w5s

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #pensions #ATO

[smstrusteenews @smstrusteenews]

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: https://t.co/7lvQmsZqpq

#SMSFTED

[smstrusteenews @smstrusteenews]

#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: https://t.co/LLYzvLdyai

#SMSF #Superannuation #ATO #FromTheEditor #smstrusteenews #trustees

[SMS Magazine @smsmagazine]

Ausbil has announced the launch of its first active ETF, making its Active Dividend Income Fund available on the ASX. https://t.co/oY46PCX2gS

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ETFs #Investments #ASX #Incomefund

[SMS Magazine @smsmagazine]

SMSF auditors should closely examine an audit report issued by a wrap account as it unlikely to be sufficient evidence on its own. https://t.co/VhZ9Ujd0cX

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Investments #Auditors #SMSFAuditors

[SMS Magazine @smsmagazine]

The quality of audit evidence will vary depending on its source and SMSF auditors are obligated to rank that information when using it. https://t.co/X9UMqBmVEK

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Auditing #Auditors #SMSFAuditors

[SMS Magazine @smsmagazine]

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. https://t.co/h64voiTR1F

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #Auditing #Compliance #Cryptocurrency #Investments #Crypto

[smstrusteenews @smstrusteenews]

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: https://t.co/lUC0n7RlJz

#SMSFTED @SMSFassoc

[SMS Magazine @smsmagazine]

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering. https://t.co/kXbE861uLX

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #investments

[SMS Magazine @smsmagazine]

A recent analysis on the value of financial advice has confirmed there is an untapped market for practitioners among younger Australians. https://t.co/dCWiLPBYpl

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #financialadvice #YoungerAustralians

[SMS Magazine @smsmagazine]

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. https://t.co/GZcOPQYxIe

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #Administration #Strategy #trustee

[SMS Magazine @smsmagazine]

The SMSF sector has continued to expand, with ATO statistics showing the shift to younger member establishments continuing. https://t.co/Wwl99UVbTp

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #ATO #SMSFA

[smstrusteenews @smstrusteenews]

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: https://t.co/aUL58slquP

#SMSFTED #Crypto