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.
Partner at Aquila Super, Chris Levy, speaks to Katarina Taurian about the technical issues that are persisting for SMSFs post-reform, and ...
We take a look at what the regulator has said about minimum balances, and what you need to know about the viability of small-balance funds
This year, most clients will need to review their estate planning if they haven’t done so already. Some may only require minor adjustment, ...
SMSF practitioners should be careful not to limit their clients’ investment universe to investments that pay only fully franked dividends at ...
A recent crackdown by ASIC on the inappropriate use of accountant’s certificates highlights the importance of understanding exactly when ...
A positive announcement out of the 2017 federal budget was the ability to contribute to super when downsizing a home, but this announcement ...
The new super rules post-reform, particularly with the transfer balance caps, require a fundamental shift in how we think about estate ...
New ATO guidance on pensions and the transfer balance cap have much wider consequences than what it seems at first glance.
While many clients may not be in receipt of a market-linked income stream, understanding the difference in their treatment because of the ...
Uncertainty over how to claim exempt current pension income (ECPI) and the interaction with Capital Gains Tax (CGT) relief has created a ...
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