Navigating SMSF Market Valuations
The current market valuation of all SMSF assets, especially property and unlisted companies, has a significant impact on a member’s...
The current market valuation of all SMSF assets, especially property and unlisted companies, has a significant impact on a member’s...
It may be time for the government to consider bringing in some behavioural economists when tweaking the superannuation regime as...
While SMSFs have benefited in the last few years from a relatively solid performance by the Australian sharemarket, there are a...
The onboarding process for new clients is often not conducted with the dedication and thoroughness that it deserves.
While the transfer balance cap rules can be harsh on legacy pensions, some careful planning can help to mitigate some...
Updated APRA guidance that outlines the definition of retirement for individuals with multiple employment arrangements could also have implications for...
While there is now a mechanism to enable a TRIS to enter retirement phase, the ATO does not appear to...
The SMSF sector continues to be plagued by BDBNs that are either carelessly prepared, invalid or completely unnecessary. What steps...
SMSF clients are often enticed by the income and capital growth potential of a property, but ignore issues around cost,...
The recent court decision of Perry v Nicholson QSC 163 contains very important lessons for SMSFs in regards to succession...