SMSF

An SMSF that intends to hold Bitcoin or Ethereum must update its trust deed if needed, document theInvestmentin its written investment strategy, set up dedicated ownership arrangements, satisfy ATO record-keeping requirements and provide evidence to an approved SMSF auditor each year. Trustees who treat …

This article outlines the red flags trustees should watch for and the steps to take if a scam is suspected.

Crypto's 24/7 global markets, multiple exchanges and varyingLiquiditymake valuation more nuanced than for listed Australian shares. This article explains how trustees should approach SMSF crypto valuation and the records they should keep.

This article compares the three primary SMSF crypto storageOptionsand offers a framework for trustees to think about their own decision.

Crypto prices can swing sharply.Bitcoinand Ethereum have both experienced multiple drawdowns of more than 50% from previous peaks. SmallerAltcoinscan fall further or even to zero. Trustees should size positions conservatively and consider the SMSF'sLiquidityneeds.

For many Australians, the primary appeal of a self-managedsuper fundis not theInvestmentchoice during their working years — it is the control they gain over retirement income. With approximately $1.06 trillion in assets held across around 663,867 SMSFs, a significant portion of the sector is …

Australian regulators are sounding the alarm on a sophisticated and growing threat to retirement savings: SMSF scams. The ATO estimates that approximately $250 million was illegally accessed through self-managed super funds in 2021–22 alone — money that was supposed to fund Australians' retirements but …