Planning transactions can maximise ECPI
SMSFs with both accumulation and retirement phase interests can maximise the amount of exempt current pension income (ECPI) they can claim ...
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SMSFs with both accumulation and retirement phase interests can maximise the amount of exempt current pension income (ECPI) they can claim ...
SMSF trustees can have longer than six months in some circumstances to pay death benefits following the death of a fund member, but ...
SMSF trustees and their advisers must consider several factors when making the decision to add their children as members of their fund, ...
SMSF specialist advice firms are struggling to take on more clients due to the manual nature of executing trades for a client base keen to ...
SMSF trustees could find themselves in hot water if they refund mistaken contributions to themselves or another fund member, as only a ...
The SMSF Association and Chartered Accountants Australia and New Zealand have commended the government’s decision to extend the deadline for ...
Binding death benefit nominations (BDBNs) can still be open to legal challenge if the documentation behind them is flawed, highlighting the ...
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds ...
Members and advisers need to be aware of the complexities of succession planning within an SMSF, as appointing a new director in case of a ...
Converting retirement advice into a mostly digitised process that focuses on lifestyle and income needs could help address the gap in advice ...