Traps in establishing an account-based pension
SMSF practitioners need to be mindful of the potential traps involved with setting up an account-based pension, as they can...
SMSF practitioners need to be mindful of the potential traps involved with setting up an account-based pension, as they can...
With superannuation today commonly being a major financial asset of many and the mistaken perception that it is a secure...
Changes in interest rates will disrupt several asset markets. SMSF practitioners should be reviewing their client’s allocations to assets that...
Non-arm’s length income has received a lot of attention recently, particularly in regard to LRBAs. What do practitioners need to...
Adopting an investment philosophy with your SMSF clients will ensure investment decisions are consistent and will help guide the appropriate...
Navigating the rules regarding SMSFs and small APRA funds for expats ending their Australian tax residency can be a complex...
LRBAs have often been viewed as an unrealistic option for shares, due to the fact SMSFR2012/1 states the asset in...
The challenge for many accountants is not to be seen as transactional accountants, but as business partners who add value...
An understanding of interdependency relationships in the context of estate planning is vital, with the distribution of superannuation death benefits...
SMSF practitioners and their clients should exercise extreme caution with bonds, with significant financial market events resulting in further falls...