Personal concessional contribution misunderstanding
Each year, there are a few instances where an SMSF member is informed by their personal tax accountant that they can’t lodge their personal ...
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Each year, there are a few instances where an SMSF member is informed by their personal tax accountant that they can’t lodge their personal ...
The Grattan Institute’s Orange Book 2025: Policy Priorities for the Federal Government – Retirement Incomes is yet another misguided attempt ...
The December 2024 changes opened the door for many SMSFs to allocate all of their reserves without anything being checked against any ...
Victoria’s vacant residential land tax (VRLT) has undergone several changes since it was first introduced on 1 January 2018.
For years, financial practices have faced a pressing challenge: how to scale efficiently without compromising service quality.
One of the excellent sessions I attended at the recent SMSF Association National Conference was a presentation on the small business capital ...
The classification as a sophisticated investor removes a great deal of adviser compliance activity and paperwork. It also means that the ...
While TR 2010/1 covers the mechanics of how to make a personal contribution, difficulty arises when claiming contributions as a tax ...
An alternative to an SMSF establishing a limited recourse borrowing arrangement (LRBA) is for the fund to invest in a unit trust
As the population ages, legal professionals increasingly face challenges surrounding capacity, elder abuse, and decision making, ...