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Strategy

Strategy

Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.

Latest Strategy

Rising from the ashes

A chaotic period filled with extensive regulatory reform and increased reporting has pushed the SMSF industry to its limit in recent times.

Tailoring an EPOA for a member

The use of an enduring power of attorney can provide additional levels of certainty to the wishes of an SMSF member, but careful attention

A rundown of the TSB measure for LRBAs

The article examines the government's measure to increase an individual's total superannuation balance by the share of the outstanding balan

Three triggers of market mayhem

A rapid rise in US bond yields, a reappraisal of valuations for strongly performing technology and healthcare stocks, and concerns about the

Avoiding litigation as an SMSF auditor

Two cases this year have resulted in significant settlements against the auditors of SMSFs for failure to inform the trustees of dodgy inves

The new ‘ipso facto’ regime and SMSFs

The new law pertaining to “ipso facto” clauses came into operation on 1 July 2018. This article highlights the relevance of the new law

Do you think the government should reinstate the accountants’ exemption for SMSF advice?

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In this month's issue:

  • Time wrap
  • The tech bull run
  • From hobby to passion
  • Golden Years
  • An untimely reminder
  • Why change is so difficult
  • Key Strategies for equalising super