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Not all contributions can be in-specie: legal specialist
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Financial advisers won’t get any relief from the $20 million sub-sector cap, however, the revised estimate for the 2025–26 financial year is down to $67
A recent private binding ruling has said that a lump sum in specie transfer to a trust received after the death of a ...
The SMSF Association said the warning from ASIC regarding “pushy sales tactics” is a timely reminder to the industry ...
Calculating Division 296 tax could be complicated for an SMSF member with a legacy pension that has not exited under the ...
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While we extol the virtues of our ‘world-class’ super system, is there more we need to be doing now? The answer, it seems, is yes
or many years now, the superannuation industry has been operating in overdrive. The catalyst for much of the activity was the 2009 announcement by the then minister for superannuation, Nick Sherry, of a systemic review of Australia’s superannuation system to be led by Jeremy Cooper.
What ensued was an 18-month period of review, insight and analysis culminating in a series of recommendations, most of which were adopted by the government for implementation in the form of the Stronger Super reforms.
No service provider in the industry was left unaffected, with changes for large super funds, SMSFs, advisers, accountants, auditors, administrators and regulators.
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