Reviewing the SMSF document chain
Rebecca van Langenberg
With the number of death benefit disputes continuing to climb, ensuring a complete document chain, properly appointed trustee, and a careful
Strategy
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Latest Strategy
Christian Pakpahan & Daniel Butler
Alternate directors in the SMSF context
How does the option of a director nominating an alternate director compare with nominating a successor director in the context of an SMSF?
Shaun Backhaus & Bryce Figot
Treasury proposals for early release of super
Treasury’s draft proposals for the early release of superannuation include new grounds for release for financial hardship and victims of d
Deanne Firth
Does the punishment fit the crime?
While the administrative penalty regime has reduced the number of short-term loans to members, the penalties can be harsh where there areÂ
Daniel Butler
Breaking down the laws on taxation advice
A drawn-out battle between tax accountants and financial advisers has resulted in a set of messy and complex regulations on who can provide
Daniel Butler and William Fettes
The new simplified work test exemption
Before the regulations for the work test exemption measure were made, the government decide to amend the regulations so that the bring forwa
Miranda Brownlee
FULL SPEED AHEAD
With regulatory technology already making waves in the SMSF space and showing no signs of abating, what will SMSF compliance look like in th
Miranda Brownlee
GOLDEN YEARS
An ageing population coupled with the sweeping changes to the aged care system, means that advice services targeted towards the elderly have
Peter Slegers & Daniel Marateo
Unlocking opportunities with the CGT cap
The CGT cap can be an effective way of maximising superannuation account balances for SMSF members, particularly in light of the restriction
Andrew Yee
Headaches with SMSF property development
A spike in property markets in recent years has seen some clients look to carry out property development within their SMSF. However, this c
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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