The impact of Part A qualifications
Shelley Banton
Before it became an ATO reporting requirement in the 2019 annual return, Part A qualifications were primarily ignored within the SMSF indust
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.
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
Daniel Butler
What type of dishonesty disqualifies a person from having an SMSF?
This article examines the nature of disqualification and what convictions can preclude a person from forever being an SMSF trustee/director.
Craig Day
Catch-up concessional contributions – strategies and practicalities
It’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year
Daniel Butler
What limits SMSF advisers should be aware of when providing advice
This article examines what advice SMSF advisers can and cannot provide without “stepping over the line” especially in providing taxation
Bob Locke
Understanding SMSF trustees
A self-managed superannuation fund is a type of “trust” and, like any trust, must be run by trustee/s. However, before setting up it is
Jeff Song
Should your attorney have carte blanche over your super?
Appointing an attorney to look after your finances if you become mentally incapable is a good idea, but should there be limits?
Bryce Figot and Daniel Butler
Should your SMSF have a corporate trustee or individual trustees?
An SMSF can either have a corporate trustee or individual trustees. We strongly recommend that an SMSF have a sole purpose corporate truste
Daniel Butler and Bryce Figot
NALI –– unit trusts and draft LCR 2019/D3
Draft Law Companion Ruling LCR 2019/D3 (LCR) covers the ATO views on how the amendments to s 295-550 [of the Income Tax Assessment Act 1997
Shelley Banton
The new era of SMSF penalties
We’ve entered a new era of SMSF administrative penalties where trustees are facing the consequences of any illegal activity in their funds
Mark Teale
When can you access the age pension — if at all?
Does paying taxes while you’re working give you the right to expect you will receive an age pension when you decide that you no longer wan
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