Strategy

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...

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...