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.
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 ...
For SMSF clients using the unsegregated method, the timing and weighting of specific transactions and the way in which deemed segregation is ...
The SMSF environment is generating more and more case law. Without proper care, conflict between a pension reversion nomination and a ...
When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance ...
SMSF clients should ensure they have valid enduring powers of attorney in place and that the attorney nominated can fulfill their duties
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