Strategy

Debate and confusion remain within the SMSF industry regarding how minutes, documents and agreements should be structured – so what's acceptable...

Although it seems basic, some super fund members remain confused about exactly when and how accumulated savings can be accessed.

While it’s a close call, chances are the RBA will cut rates again before year end, reflecting a poor business...

With 42 per cent of all SMSF fund members now over the age of 60, based on ATO statistics as...

For SMSF practitioners, there are numerous lessons to be learnt from a family dispute over a substantial super death benefit...

People are often misinformed about the processes and requirements of SMSF borrowing, particularly regarding lender policies and documentation.

Any time you’re feeling blue and need a giggle, just go to the tax office’s SuperFund Lookup site and have...

After the ATO finalised its views on automatically reversionary pensions (ARPs) in TR 2013/5, there has been considerable debate on...

If you want to save your clients some money and heartache, there are some potential solutions for clients who jump...

The start of a new financial year is an ideal time to review and take stock of your client’s superannuation...