Strategy

For SMSF clients using the unsegregated method, the timing and weighting of specific transactions and the way in which deemed...

The SMSF environment is generating more and more case law. Without proper care, conflict between a pension reversion nomination and...

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so...

SMSF clients should ensure they have valid enduring powers of attorney in place and that the attorney nominated can fulfill...

SMSF auditors are the last link in a long superannuation chain before the annual return gets lodged. And when things...

An SMSF trustee that is considering repaying an LRBA early or refinancing an LRBA should review the loan agreement and...

While the proposed changes to exempt current pension income are likely to cause some temporary disruption for the SMSF industry,...

The SG regime should undergo a systematic review to make it easier for employers to understand and comply with their...

Taking an approach where the pension documentation overrides the BDBN with SMSF estate planning could expose professionals to additional risk.

Under certain conditions, an SMSF may be able to accept an end of financial year contribution after 30 June; however,...