Strategy

As an early Christmas present and unexpected result for the Industry, Treasury Laws Amendment (Legacy Retirement Product Commutations and Reserves)...

When it comes to getting the most out of an SMSF, focusing on smart investment opportunities and tax strategies is...

The ATO has clarified how a contribution can trigger non-arm’s length income in its latest draft taxation ruling on contributions,...

This article is part of a series on SMSF succession planning. In part 2, we explored the important role of...

To borrow and slightly misquote former British Prime Minister Harold Wilson, 24 hours is a long time in politics. Certainly,...

Most SMSFs pay tax or receive a refund once a year when they lodge their annual return. But some people...

Without fanfare or prior notice, the Albanese Government has initiated legacy pension reform.

If residential land in Victoria has been or will be vacant for more than six months in a calendar year,...

This article is part of a series on SMSF succession planning. In Part 1, we explored the key elements of...

A trustee needs to obtain an actuarial certificate if the “proportionate method” is used to exclude all or part of...