Identifying flaws in BDBNs, pension documents
Daniel Butler and William Fettes
It is not uncommon for there to be patchy documentation with competing wishes and directions expressed by members in BDBNs, pension documen
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
Important lessons on PAYG and pension payments in court case
The recent case of Price v Commissioner of Taxation [2019] FCA 543 is relevant to SMSFs paying pensions.
Andrew Doherty
Share prices set for rebound after policy stimulus
While global growth has slowed significantly since the middle of last year, various factors point to a mild reacceleration in activity late
Mark Ellem
Liberal v Labor: Comparing their superannuation policies
With the federal election just three weeks away, what policy plans does each major party have for superannuation and SMSFs?
Christian Pakpahan & Daniel Butler
A guide to CPD under FASEA
The Financial Adviser Standards and Ethics Authority (FASEA) have finalised a continuing professional development (CPD) standard legislative
Shelley Banton
3 simple rules for related parties
Identifying related party transactions in an SMSF can be a complex process, but there are some simple rules to keep your funds compliant.
Christian Pakpahan & Daniel Butler
The pathways for meeting FASEA’s standards
With the Financial Adviser Standards and Ethics Authority having now finalised its guidance on how advisers can meet its education standard
Shaun Backhaus & Daniel Butler
Lessons from the courtroom on death benefit conflict issues
The recent case of Burgess v Burgess continues a line of cases that consider the conflict that arises where a person acts as executor of a d
Shelley Banton
The hidden path to independence
Given that independence is now high on the ATO’s radar, those SMSF advisers still running the gauntlet face a high risk of being targeted
Angie Zigomanis
The perils of buying off the plan
Buying off-the-plan properties has always posed some risk to SMSFs, but with the downturn in property prices, the risk of failing to settle
Which political party will deliver better outcomes on superannuation policy?
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