Many trustees rely on government safety nets to safeguard their retirement capital, but understanding the boundaries of statutory compensation is essential for true SMSF asset protection. While the Compensation Scheme of Last Resort (CSLR) provides vital recourse for unpaid AFCA determinations involving personal advice misconduct, it capped compensation at $150,000 per claim and offers zero protection for bad investment performance or direct unlisted deal failures.
Download our free 2026 playbook to evaluate your fund’s unlisted asset exposure, master Section 62 Sole Purpose Test requirements, and implement robust governance practices. Establishing strong internal controls ensures your SMSF asset protection strategy remains resilient against high-risk private investment failures and regulatory audits.
What You Will Learn Inside:
- CSLR Statutory Limits: Learn how the $150,000 payout cap applies to unlisted asset losses.
- Sole Purpose Test Rules: Maintain compliance under Section 62 and annual ATO valuation rules.
- Private Asset Due Diligence: Follow our step-by-step checklist before allocating fund capital.