SMSF 2026 Trustee update and tax issues

SMSF trustees face a number of important issues in 2026, making it essential to stay on top of both the rules and the day-to-day management of your fund. In this webinar, we look at contribution strategies, pension and transfer balance rules, investment strategies, related-party transactions, record keeping, trustee responsibilities and some of the common compliance mistakes we continue to see with SMSFs.

We also discuss what trustees should be thinking about beyond compliance — including succession and estate planning, keeping your trust deed and nominations up to date, and preparing for changes such as Payday Super from 1 July 2026. The key message is simple: an SMSF can provide enormous flexibility and control, but it needs to be actively managed and regularly reviewed as your circumstances and the rules change.