Dealing with segregated current pension assets
Segregated SMSFs can be effective for tax planning and offer greater flexibility; however, they do come with greater complexity.
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.
Segregated SMSFs can be effective for tax planning and offer greater flexibility; however, they do come with greater complexity.
The average SMSF balance is increasing and with a number of common issues still arising with SMSF estate planning, it's vital SMSF ...
Difficulties can arise for SMSF advisers and auditors when an SMSF accepts distributions from a related unit trust in excess of their ...
With the ATO’s deadline for reviewing related-party loan arrangements now just over half a year away, SMSF practitioners should encourage ...
With the latest ATO statistical report showing an increased hunger for SMSF loans, it’s a good opportunity to look at some of the common and ...
Interest in bitcoin as an investment has been on the rise in Australia, but can the asset class work in the context of an SMSF?
When dividend imputation began in 1987 it was heralded by its architect, then treasurer Paul Keating, as offering an enormous benefit to all ...
A timely look at the significant implications and must-knows of changing a reversionary nomination for your clients.
The ramifications of failing to maintain the necessary records for an SMSF can be significant and certain SMSF records are often overlooked, ...
A look back at the history of SMSFs both shows us how far the sector has come and paints an exciting picture for the future.