SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates.
SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not already in pension ...
It’s essential to “read the deed” after a member’s passing, even if a trust deed has been drafted specifically for their needs, warns a ...
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 ...
Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children from the first ...
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive
Timing the sale of assets is critical to take advantage of tax opportunities, especially in the event of the Division 296 tax, says an SMSF ...
An attorney can make or renew a superannuation binding death benefit nomination but there are a number of conditions that apply, says a ...
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 specialist.
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