Transferring UK pension scheme benefits to Australia: The basics — Part 2
Peter Kelly
UK pension funds meet the definition of a foreign superannuation fund. As such, transfers are subject to special Australian tax treatment wh
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
Peter Kelly
Transferring UK pension scheme benefits to Australia: The basics — Part 1
For former UK residents with money in a UK pension scheme who have chosen to make Australia their home, it probably makes sense to transfer
Jim Hennington, David Orford and Peter Rowe
What is an investment-linked annuity?
An investment-linked annuity is a lifetime income stream where the retiree’s income varies to reflect changes in the value of a selected i
Bob Locke
Early access to your super when the going gets tough
With the prolonged drought and bushfires affecting many farmers and rural businesses across the country, questions are often raised about ac
Shaun Backhaus and Daniel Butler
Should an SMSF have a unitholders’ agreement?
Unit trusts are a common investment structure in Australia and can provide a simple way for parties to invest in an investment or business t
Shelley Banton
The impact of Part A qualifications
Before it became an ATO reporting requirement in the 2019 annual return, Part A qualifications were primarily ignored within the SMSF indust
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
Latest poll
Do you provide free or discounted financial services to your own SMSF?
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
