What disqualifies you from having an SMSF?
Christian Pakpahan & Daniel Butler
What are the main ways a person can become disqualified? What are the consequences and what are the options available?
Strategy
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Latest Strategy
Joseph Cheung & Bryce Figot
A rundown of the TSB measure for LRBAs
The article examines the government's measure to increase an individual's total superannuation balance by the share of the outstanding balan
Andrew Doherty
Three triggers of market mayhem
A rapid rise in US bond yields, a reappraisal of valuations for strongly performing technology and healthcare stocks, and concerns about the
Deanne Firth
Avoiding litigation as an SMSF auditor
Two cases this year have resulted in significant settlements against the auditors of SMSFs for failure to inform the trustees of dodgy inves
Joseph Cheung & Daniel Butler
The new ‘ipso facto’ regime and SMSFs
The new law pertaining to “ipso facto” clauses came into operation on 1 July 2018. This article highlights the relevance of the new law
Shelley Banton
Lessons about how not to meet SMSF professional standards
One of the most critical aspects of the Ryan Wealth Holdings Pty Ltd vs Baumgartner [2018] NSWSC 1502 case was the auditor failing to confir
Brett Davis
Critical documentation for post reform pension strategies
It is crucial for advisers to document the allocation of member benefit payments following the super reform changes.
Melanie Dunn
Quirks with the total superannuation balance
Determining a client’s total superannuation balance may not be as simple as it sounds.
Stan Segers
Diversifying SMSF portfolios in today's market
Is a split between growth and defensive assets still enough for SMSF portfolios to achieve diversification in the current economic environme
George Lucas
Regulation alone won’t solve finance industry woes
The final report handed down by the financial services royal commission will most likely call for more regulation, but is this really the a
Do you think the government should reinstate the accountants’ exemption for SMSF advice?
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In this month's issue:
- Time wrap
- The tech bull run
- From hobby to passion
- Golden Years
- An untimely reminder
- Why change is so difficult
- Key Strategies for equalising super