Timing of an NOI critical when using a contribution to start a pension: education specialist
Starting a pension using part or all of a contribution needs to have a notice of intent (NOI) approved by...
Starting a pension using part or all of a contribution needs to have a notice of intent (NOI) approved by...
Allowing superannuation funds to collectively charge for retirement advice creates significant inequity between advice providers, the SMSFA has said.
Before considering tax-saving strategies as the financial year draws to a close, advisers and trustees need to be across several...
The SMSF Association has said it is imperative the new government continues to work with the sector on issues of...
Before putting in place a binding death benefit nomination, trustees should weigh up the pros and cons, an industry adviser...
“Don’t pull the trigger just yet” is the overwhelming advice coming from the SMSF sector regarding preparing for the proposed...
The SMSF Association has said it is concerned that proposed super prompts will be referred to as “superannuation-related advice”, which...
The government will potentially now only need the support of the Greens in the Senate to pass the Division 296...
It could be advantageous for clients to hold off commencing an income stream due to the indexation of the general...
A recent case in the Queensland Supreme Court shows that although a claimant who has suffered investment loss could take...