By Greg Dennis CPA, Director When an adviser refers SMSF clients to an administrator, the administrator’s work becomes part of the adviser’s service whether anyone intends it or not. Late financials delay advice. Wrong member balances produce wrong recommendations. A compliance breach that should have been caught lands on the adviser’s desk as a client […]
READ MOREThe Future of SMSF Administration Technology
By Millinda Cobban, Associate Director Most conversations about technology in the SMSF sector jump straight to artificial intelligence. That skips over the bigger story. The changes that matter most to trustees and advisers right now are less glamorous: bank and broker data feeds, administration that happens during the year instead of after it, electronic rollovers […]
READ MOREEOFY SMSF Checklist for Trustees
EOFY SMSF Checklist for Trustees: What To Review Before 30 June As 30 June approaches, many self-managed super fund (SMSF) trustees begin thinking about contributions, pensions and year-end paperwork. But an effective EOFY SMSF checklist involves more than simply ticking boxes before the financial year closes. The end of financial year is one of the […]
READ MOREArtificial Intelligence in the SMSF Industry: What Trustees Should Know
How AI Could Change the SMSF Industry Artificial intelligence has quickly moved from a theoretical concept to a practical tool used across many industries. Accounting, financial services and investment management are already beginning to explore how AI can improve efficiency, data analysis and decision making. For the Self-Managed Super Fund sector, the conversation around artificial […]
READ MORESMSF Investment Rules: What’s Allowed, What’s Not, and Where Trustees Get Caught
One of the most persistent misconceptions in the SMSF space is that compliance revolves around asset types. Trustees often ask whether their fund can invest in property, cryptocurrency, private companies or precious metals. The assumption is that some assets are “allowed” and others are not. In reality, SMSFs can invest in a wide range of […]
READ MORESMSF Record-Keeping Requirements: What Trustees Must Keep and How Long to Keep It
Accurate record-keeping is one of the most fundamental responsibilities of an SMSF trustee. While investment strategy and asset selection tend to receive significant attention, it is the quality of a fund’s records that most often determines how smoothly it operates from a compliance and administrative perspective. SMSF trustees are legally required to maintain records that […]
READ MORE5 Common SMSF Compliance Potholes to Avoid in 2025–26
Last updated April 2026. This article has been refreshed with current contribution caps, penalty frameworks and compliance requirements for 2025–26. SMSFs remain one of the most flexible vehicles for managing your retirement savings. But flexibility comes with responsibility. As SMSF administrators who have worked with hundreds of funds over the years, the team at SMSFcentral […]
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