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The Cybercrime Threat Facing SMSFs
SMSF cybercrime is a real threat, as criminals are targeting the SMSF ecosystem rather than the fund itself. Here's what you need to know.
Shelley Banton
Sep 75 min read


Why Cybersecurity Matters for SMSFs
Cybersecurity in SMSFs comes in all shapes and sizes, and it would be naïve to assume cybercriminals would ignore SMSFs that hold over $1 trillion in total assets. Here's what you need to know
Shelley Banton
Sep 73 min read


Understanding Part A Qualifications: The Big Picture
In the final instalment of our series on Part A Qualifications, we take a step back to look at the big picture and deep dive into what really matters in practice. Risk Managing SMSFs Part A qualifications can be the difference between alerting SMSF trustees to issues within their funds or missing them altogether. In the McGoldrick and Baumgartner cases, both auditors failed to notify the trustees of issues within their funds and did not communicate with them. The Baumgart
Shelley Banton
Nov 10, 20255 min read


Understanding Part A Qualifications: Setting the Scene
In the first part of a series on Part A Qualifications, we take a practical approach to what they are, how the SMSF industry views them and the ATO's expectations. The SMSF industry struggles with understanding Part A qualifications. While SMSF auditors must issue them under their professional obligations, many accountants dislike having to explain them to their SMSF clients, and some financial advisers believe it is a criticism of their investment advice. So, what is the r
Shelley Banton
Nov 5, 20254 min read


Can SMSF Trustees Value Property?
A common question is whether an SMSF trustee can value property themselves to meet reg 8.02B. Here's what you need to know.
Shelley Banton
Oct 1, 20255 min read
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