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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

Reviewing the SMSF document chain

With the number of death benefit disputes continuing to climb, ensuring a complete document chain, properly appointed trustee, and a careful

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?

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

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 are

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

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

GOLDEN YEARS

An ageing population coupled with the sweeping changes to the aged care system, means that advice services targeted towards the elderly have

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

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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