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.
Confusion over SMSF wholesale classification thresholds and advice for low-balance clients to establish SMSFs were ongoing issues in the ...
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance ...
There are still many SMSF trustees and professionals who lack an understanding of how the proposed Division 296 tax will work, says an ...
The SMSF Association said it is concerned about the impact of the proposed amendments to denying deductions for the general interest charge ...
A lump sum withdrawal from a superannuation account shortly before the death of a member but received days after death is treated as a ...
It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting ...
Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with the goals and values of ...
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.
Get the latest news and opinions delivered to your inbox each morning
Subscribe
Subscribe to our newsletter.
Login
