SMSF trustees more confident about their retirement: report
SMSF trustees are less concerned than the general population about outliving their retirement savings, especially if they are already retired.
SMSF trustees are less concerned than the general population about outliving their retirement savings, especially if they are already retired.
To access the experienced pathway, financial advisers need to make a written declaration and give a copy to their authorising...
The latest ATO quarterly SMSF statistics show the sector continues to grow, led by younger members and women.
A recent court decision has highlighted that there are nuances in any case that can determine whether breaches of an...
The absence of any mention of the Objective of Superannuation legislation in last week’s budget could be an indication that...
As the transfer of inherited assets continues to grow, advisers will need to leverage digital channels to help beneficiaries better...
The ATO’s additional guidance on trust distributions shows this is an area it is likely to check closely, says a...
Providing life interest or life estate is becoming an increasingly common way to protect the inheritance of children in a...
The complex nature of limited recourse borrowing arrangements means it is necessary for SMFS to carefully consider setting up an...
Exemptions under the in-house asset rules can help SMSFs regarding investments in unit trusts, says a superannuation specialist.