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Strategy

Strategy

Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.

Latest Strategy

Identifying flaws in BDBNs, pension documents

It is not uncommon for there to be patchy documentation with competing wishes and directions expressed by members in BDBNs, pension documen

A guide to CPD under FASEA

The Financial Adviser Standards and Ethics Authority (FASEA) have finalised a continuing professional development (CPD) standard legislative

3 simple rules for related parties

Identifying related party transactions in an SMSF can be a complex process, but there are some simple rules to keep your funds compliant.

The pathways for meeting FASEA’s standards

With the Financial Adviser Standards and Ethics Authority having now finalised its guidance on how advisers can meet its education standard

The hidden path to independence

Given that independence is now high on the ATO’s radar, those SMSF advisers still running the gauntlet face a high risk of being targeted

The perils of buying off the plan

Buying off-the-plan properties has always posed some risk to SMSFs, but with the downturn in property prices, the risk of failing to settle

Which political party will deliver better outcomes on superannuation policy?

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