Advisers should heed restrictions on downsizer contributions
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds ...
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.
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 ...
ASIC has unveiled an increased focus on consumer education around SMSFs in its corporate plan for 2019–23, stating it will build out an ...
Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and Sydney who are approaching ...
SMSF deed suppliers who accept e-signatures on their documents could leave themselves open to a legal challenge to the validity of payments ...
SMSF trustees who fail to meet the cashing restrictions for a reversionary pension have other options to address this rather than cashing ...
Super death benefits trusts can provide flexibility in the estate planning process for SMSF trustees and advisers, given continual ...
The ATO needs to better clarify and educate trustees on what it expects to be documented around fund investment strategy in the wake of news ...
The NSW Supreme Court has ordered ASIC to reinstate the registration of an SMSF corporate trustee after a series of fraudulent actions were ...