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Highlights

PBR deals with super death benefit received after member's death
News
October 22 2024
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A lump sum withdrawal from a superannuation account shortly before the death of a member but received days after death is treated as a superannuation death benefit, ...

Leaving super to an estate makes more tax sense, says expert
News
October 22 2024

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to ...

Australia’s impending intergenerational wealth transfer needs adviser expertise
News
October 22 2024

Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with the ...

Inheriting a reversionary pension can trigger TBC event, warns specialist
News
October 21 2024

The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not ...

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9 Ways You Can Invest Using SMSF Read More
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Class Annual Benchmark Report strengthens SMSF industry’s 25-year history Read More
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Automation: The gateway to future growth and efficiency in the SMSF industry Read More
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Podcasts

SMSF Adviser Podcast
Retirement income covenant – how it can help SMSF trustees navigate retirement
Retirement income covenant – how it can help SMSF trustees navigate retirement
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at ...
Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
Understanding planning and strategies for older clients
Understanding planning and strategies for older clients
‘Adopting a holistic approach’: Dealing with estate planning nuances
‘Adopting a holistic approach’: Dealing with estate planning nuances
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
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Most Viewed Today

Money

9 Ways You Can Invest Using SMSF
Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your ...
9 Ways You Can Invest Using SMSF
Bitcoin ETFs: Riding the Wave of Success
With the floodgates of spot Bitcoin ETFs now open, it's plausible that the new crypto bull market has commenced.
Bitcoin ETFs: Riding the Wave of Success
The Top Five Stocks of the Nifty Fifty’s FY2023-24
India’s financial year 2023-24 has ended and it has been one of the best years for the Indian stock market with a significant number of ...
The Top Five Stocks of the Nifty Fifty’s FY2023-24
Meet the finalists: Australian Money Market
SMSF Adviser sits down with Stephen Jewell, co-founder and managing director of Australian Money Market, to discuss the firm’s origins and ...
Meet the finalists: Australian Money Market
Integrating Bitcoin into Your Self-Managed Super Fund (SMSF) Investment Strategy
Self-Managed Super Funds (SMSFs) have long been a preferred choice for astute investors seeking greater control and flexibility over their ...
Integrating Bitcoin into Your Self-Managed Super Fund (SMSF) Investment Strategy
The Beginners Guide to Actuarial Certificates
Are you confused about what an actuarial certificate is and how it is calculated? Let us skip the technical lingo and break it down for you ...
The Beginners Guide to Actuarial Certificates
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Education

Understanding the strategic value of gold amid economic uncertainty
Explore why SMSF trustees should consider bullion in this free webcast. Join us for an insightful, free live webcast as we delve into the ...
Understanding the strategic value of gold amid economic uncertainty
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
On the eve of the release of the 2024 Class Annual Benchmark Report, Class CEO Tim Steele reviews some of the dynamics that have shaped the ...
Class Annual Benchmark Report strengthens SMSF industry’s 25-year history
The Future of Financial Reporting: How AI will Change the Way we Engage Clients
Regular reporting to clients in the SME and SMSF space comes with several challenges to accountants. We are pressed for time with people ...
The Future of Financial Reporting: How AI will Change the Way we Engage Clients
Automation: The gateway to future growth and efficiency in the SMSF industry
Using technology to automate repetitive tasks has long been the holy grail for Self-Managed Super Fund (SMSF) specialists, helping them to ...
Automation: The gateway to future growth and efficiency in the SMSF industry
Explore the Future of Accounting at BGL REGTECH 2024
BGL Corporate Solutions (BGL), Australia's leading provider of compliance management software solutions, is proud to announce the return of ...
Explore the Future of Accounting at BGL REGTECH 2024
Meeting investor needs in an age of economic uncertainty
In a global economy defined by uncertainty, traditional low-risk income classes such as bonds and cash savings accounts continue to ...
Meeting investor needs in an age of economic uncertainty
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Latest Webcast

Understanding the strategic value of gold amid economic uncertainty
Understanding the strategic value of gold amid economic uncertainty
Explore why SMSF trustees should consider bullion in this free webcast. Join us for an insightful, free live webcast as we delve into the role that gold, silver, and platinum bullion can play in an ...
Watch Now

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