Reversionary pension v BDBN: Which outcome is preferred?
Joseph Cheung & Bryce Figot
Taking an approach where the pension documentation overrides the BDBN with SMSF estate planning could expose professionals to additional ris
Strategy
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Latest Strategy
Shelley Banton
Accepting EOFY contributions after 30 June
Under certain conditions, an SMSF may be able to accept an end of financial year contribution after 30 June; however, getting this wrong may
Kimberley Noah & Daniel Butler
Single Touch Payroll — are SMSFs covered?
While it’s important that advisers and employers are aware of their Single Touch Payroll (STP) and PAYG obligations, SMSF professionals an
Marjon Muizer
Age considerations with SMSF set-ups
Helping a client to decide whether an SMSF is right for them can depend on a wide range of factors and there can also be some specific consi
Daniel Butler and William Fettes
Identifying flaws in BDBNs, pension documents
It is not uncommon for there to be patchy documentation with competing wishes and directions expressed by members in BDBNs, pension documen
Daniel Butler
Important lessons on PAYG and pension payments in court case
The recent case of Price v Commissioner of Taxation [2019] FCA 543 is relevant to SMSFs paying pensions.
Andrew Doherty
Share prices set for rebound after policy stimulus
While global growth has slowed significantly since the middle of last year, various factors point to a mild reacceleration in activity late
Mark Ellem
Liberal v Labor: Comparing their superannuation policies
With the federal election just three weeks away, what policy plans does each major party have for superannuation and SMSFs?
Christian Pakpahan & Daniel Butler
A guide to CPD under FASEA
The Financial Adviser Standards and Ethics Authority (FASEA) have finalised a continuing professional development (CPD) standard legislative
Shelley Banton
3 simple rules for related parties
Identifying related party transactions in an SMSF can be a complex process, but there are some simple rules to keep your funds compliant.
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