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.
The SMSF sector continues to be plagued by BDBNs that are either carelessly prepared, invalid or completely unnecessary. What steps can be ...
The recent court decision of Perry v Nicholson [2017] QSC 163 contains very important lessons for SMSFs in regards to succession planning.
SMSF clients are often enticed by the income and capital growth potential of a property, but ignore issues around cost, liquidity and ...
For SMSF practitioners dealing with defined benefit pensions for clients, it is critical to have a thorough understanding of how the ...
With the raft of recent reforms to super, is superannuation still the best long-term wealth accumulation structure?
The chance of a meaningful pullback in share prices has grown in recent months, which may provide opportunities for SMSF investors to buy ...
The new transfer balance cap can cause traps for SMSFs who receive pension payments above the minimum annual payment, and practitioners will ...
Further ATO clarification is required in relation to the difficulties and uncertainties associated with flexi-pensions in the post 1 July ...
Outsourcing has always been a controversial issue for both clients and the SMSF industry, but a bit of transparency may go a long way to ...
Clients are often daunted by statements of advice because they are far too long which renders them ineffective. How can advisers produce ...
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