Never too much documentation when it comes to binding death nominations
When it comes to paying out death benefits, there is no such thing as too much documentation, says a leading SMSF specialist.
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When it comes to paying out death benefits, there is no such thing as too much documentation, says a leading SMSF specialist.
A new report has revealed there is a stark disconnect between the income sources pre-retirees expect to rely on and the reality faced by ...
The proposed $3 million super tax legislation was put on hold again last week, and the sector now has to wait until the next sitting of ...
Even a small bank overdraft is considered a breach of section 67 of the Superannuation Industry (Supervision) Act, says an industry ...
An inherited residence can attract CGT, highlighting the need for proper estate planning so beneficiaries aren’t penalised with a large tax ...
A recent court decision has examined the role of trustee discretion and death benefit payments.
Two new courses are now available for advice professionals to meet the legislated requirements to remain in the Financial Adviser Register
The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust ...
The Superannuation (Objective) Bill, which was to be finalised this week in the Senate, was sidelined on Tuesday (10 September), raising ...
Despite the unsuccessful disallowance motion regarding the tax practitioners’ code of conduct in the Senate on Tuesday (10 September), the ...