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.
Unless SMSF pensioners take timely action and prospectively record a strategy for payments above account-based pension minimums, they risk ...
It's easy to underestimate the importance of an SMSF trust deed due to the lengthy, legal and technical nature in which it is written
The new rules that govern when a transition to retirement income stream enters retirement phase give rise to a number of complex issues in ...
A crucial part of fixing the unacceptable gender-based savings gap in superannuation is to stop giving disproportionately high airtime to ...
The recent decision of Cantor Management Services Pty Ltd v Booth [2017] SASCFC 122 provides important guidance on making valid binding ...
With headline growth rates likely to trend lower in the Sydney and Melbourne property markets, SMSF investors may want to look further ...
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 ...
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