Quirks with the total superannuation balance
Determining a client’s total superannuation balance may not be as simple as it sounds.
Determining a client’s total superannuation balance may not be as simple as it sounds.
Is a split between growth and defensive assets still enough for SMSF portfolios to achieve diversification in the current economic...
The final report handed down by the financial services royal commission will most likely call for more regulation, but is this...
Following the introduction of the transfer balance cap, some SMSF practitioners have implemented strategies for clients who receive payments above...
Just like a magician, the strategic use of the ECPI rules and fund investments is now all in the timing.
With the ATO now only providing one day’s notice that they will be reviewing an audit file, SMSF auditors need...
One of the common mistakes SMSFs make when acquiring real property is not having the deposit paid from the bank...
It’s a whole new TRIS world out there, with some SMSF advisers starting to make simple mistakes that could have...
A recent decision by the Superannuation Complaints Tribunal has highlighted the importance of transparent fees in financial services.
The judgement handed down in the case of Narumon Pty Ltd by the Queensland Supreme court highlights some potential risks...