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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

SMSF Wills versus BDBNs — what is best?

SMSF Wills have become a topical issue in recent times as some claim they have certain advantages over binding death benefit nominations (BD

The NALI Storm for SMSF Auditors

The much-anticipated Law Companion Ruling 2021/2 has not resolved the nuances of ITAA97 section 295-550. The Regulator’s interpretation is

LCR 2021/2 – discounts to SMSFs invoke NALI

The Australian Taxation Office’s ruling, Law Companion Ruling LCR 2021/2, outlines the application of the ATO’s view on the non-arm’s

Lessons learnt from litigations

If “you play lousy games, you win lousy prizes”. And having a multimillion-dollar Notice of Claim land in your firm’s letterbox from a

Adding a member to an SMSF: Pros and cons

SMSFs can now have up to six members (prior to 1 July 2021, a limit of four applied). We have since received considerable interest regarding

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?


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