There are pros and cons to a BDBN that should be considered: adviser
Before putting in place a binding death benefit nomination, trustees should weigh up the pros and cons, an industry adviser has said.
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Before putting in place a binding death benefit nomination, trustees should weigh up the pros and cons, an industry adviser has said.
“Don’t pull the trigger just yet” is the overwhelming advice coming from the SMSF sector regarding preparing for the proposed Division 296 ...
The SMSF Association has said it is concerned that proposed super prompts will be referred to as “superannuation-related advice”, which it ...
The government will potentially now only need the support of the Greens in the Senate to pass the Division 296 legislation.
It could be advantageous for clients to hold off commencing an income stream due to the indexation of the general transfer balance cap, a ...
A recent case in the Queensland Supreme Court shows that although a claimant who has suffered investment loss could take action directly ...
New super guarantee laws can push high-income clients over their annual contribution cap, a leading technical consultant has warned.
There are two options to consider if a member has excess concessional contributions, a leading technical specialist has said.
When a member is considering starting a pension, it is important that SMSF trustees revisit their investment strategy, a leading educator ...
The case of Hill v Zuda Pty Ltd [2022] HCA 21 cemented in law the importance of the trust deed in SMSFs, a leading legal specialist has said