SMSFA calls for deceased legacy pension exit mechanism
The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.
The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.
The interplay between reversionary pensions and binding death benefit nominations regarding which one takes priority is a recurring issue for...
Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children...
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to...
Timing the sale of assets is critical to take advantage of tax opportunities, especially in the event of the Division...
An attorney can make or renew a superannuation binding death benefit nomination but there are a number of conditions that...
The Financial Advice Association Australia said it supports the draft legislation on legacy pensions but has urged the government to...
The proposed Division 296 tax will see a change in the definition of total superannuation balance, says a leading industry...
The SMSF Adviser Technical Strategy Day kicked off on Tuesday in Brisbane in front of a room full of advisers,...
Advisers recommending SMSF clients diversify into the private market space need to consider the difference in the liquidity profile, says...