SMSF investment strategies –– are they a financial product?
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF...
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF...
My coat stand at home has a lot of caps on it; baseball caps, old school caps, cricket caps, a...
This article provides some background and some key points on SMSF investment strategies.
A pooled superannuation trust (PST) is a unit trust in which only assets of superannuation funds, approved deposit funds and...
In part two of our series on downsizer contributions, I will look at tips and traps SMSF trustees need to...
As one of a number of “housing affordability” measures where superannuation is seeking to encourage housing affordability, downsizer contributions were...
The ATO has sent letters of concern to approximately 17,700 SMSFs that hold 90 per cent or more total investments...
How many times have we heard that it’s only an SMSF audit; there’s not much in the fund; or it’s not...
There is a misconception that reversionary pension documentation will always apply before a binding death benefit nomination. If the SMSF...
While exceeding the contribution caps will generally lead to negative financial outcomes for members, there are particular circumstances where additional...