How to effectively manage your client’s losses
Carrying forward capital losses can enable trustees to offset gains in future years, with any significant losses providing important tax ...
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.
Carrying forward capital losses can enable trustees to offset gains in future years, with any significant losses providing important tax ...
Events such as Brexit have placed downward pressure on interest rates, making the hunt for yield increasingly difficult for SMSFs
If you run a small business, you may be able to reduce your CGT liabilities and make additional contributions to your SMSF. What is the ...
Communication is the key to guiding panicked SMSF clients through unpredictable political changes and economic events.
Trustee declarations alone will not necessarily provide sufficient audit evidence – an auditor must also assess whether there is a need to ...
Make sure you do all the necessary checks before recommending your client to purchase a property in their SMSF, particularly where borrowing ...
Following ATO interpretative decision 2015/10, there has been confusion among SMSF practitioners and their clients regarding cross-member ...
With the end of the financial year fast approaching, practitioners are predominantly focused on helping clients avoid the last-minute ...
Applying the small business exemptions to make further non-concessional contributions can be extremely beneficial for SMSF trustees, ...
A number of significant threats are clouding the investment outlook for clients. How should SMSF practitioners be advising clients on how to ...