Minimum pension still required for reversionary beneficiary
A reversionary pension must satisfy minimum pension requirements irrespective of whether it was paid to the deceased or the reversionary...
A reversionary pension must satisfy minimum pension requirements irrespective of whether it was paid to the deceased or the reversionary...
A trading account can go into a negative balance without breaching the SIS Act, but care must be taken, warns...
The SMSF Association has urged the government to take a whole-of-government approach to consider all current and pending regulatory reforms...
Insurance in an SMSF should line up with a fund’s overall investment strategy and be reviewed every 12 months, says...
Advisers need to be wary of clients constructing contrived arrangements about their retirement to gain early access to their superannuation,...
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status...
Whether a pension reversion nomination conflicts with a binding death nomination is not “black and white”, says a legal specialist.
Following the success of a pilot program targeting “high-volume” SMSF auditors, the ATO is preparing to roll out more auditor...
Without proposed reforms to financial advice, Australians face a chain reaction of financial uncertainty over generations, according to CALI.
Inappropriate financial advice linked to SMSFs made up the majority of claims received by the Compensation Scheme of Last Resort,...