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.
Under the new SISR Regulation 4.09A, where a trustee may have breached Regulation 4.09A they will have also breeched sections 31 and ...
Failing to document the records for an SMSF correctly can be more than just a compliance issue for an SMSF client – it can also result ...
The process of starting an account-based pension or transition to retirement pension involves complying with a range of requirements, some ...
What are the consequences of practitioners accepting the role of executor for their client, and does the choice of executor affect who can ...
There are plenty of lists focused on how to do marketing successfully, but what mistakes do SMSF firms need to steer clear of to help ensure ...
What are the practical steps that must be taken by SMSF trustees with related-party LRBAs, following the release of the Practical Compliance ...
For clients who need to meet minimum payments for their transition to retirement pension by 30 June, but hold illiquid assets, it may be ...
SMSF practitioners can generate better results for their clients’ wealth by basing their investment decisions on convictions about long-term ...
The ATO has issued critically important guidance for LRBAs ahead of the looming 30 June compliance deadline, and it’s imperative that ...
With superannuation once again at the forefront of the budget rumour mill, how should practitioners deal with clients' concerns?
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