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.
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF ...
My coat stand at home has a lot of caps on it; baseball caps, old school caps, cricket caps, a memento of the Sydney Harbour Bridge Climb ...
This article provides some background and some key points on SMSF investment strategies.
A pooled superannuation trust (PST) is a unit trust in which only assets of superannuation funds, approved deposit funds and other PSTs can ...
In part two of our series on downsizer contributions, I will look at tips and traps SMSF trustees need to be aware of when making these ...
As one of a number of “housing affordability” measures where superannuation is seeking to encourage housing affordability, downsizer ...
The ATO has sent letters of concern to approximately 17,700 SMSFs that hold 90 per cent or more total investments in a single asset or asset ...
How many times have we heard that it’s only an SMSF audit; there’s not much in the fund; or it’s not high-risk? For some reason, the ...
There is a misconception that reversionary pension documentation will always apply before a binding death benefit nomination. If the SMSF ...
While exceeding the contribution caps will generally lead to negative financial outcomes for members, there are particular circumstances ...
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