Division 296 super tax is an ill-conceived overreach that punishes success
As someone who has spent decades helping Australians navigate the complexities of superannuation and wealth building, I find the recent ...
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.
As someone who has spent decades helping Australians navigate the complexities of superannuation and wealth building, I find the recent ...
Self-managed superannuation funds (SMSFs) face complex decisions against a backdrop of global market volatility, falling interest rates and ...
Australia is now witnessing the largest intergenerational wealth transfer in the nation’s history, with more than $5.4 trillion1 of assets ...
A key aspect of the superannuation regime is the statutory and common law right for beneficiaries to seek court review of a trustee's ...
Since the COVID-19 pandemic, the SMSF world has changed fundamentally, particularly in the electronic signing of documents. But there is ...
Once a pension starts in an SMSF, the trustee has a legal obligation to make sure it meets minimum payment obligations each year
There are lessons to be learned from the recent case of Goldenville Family Trust v Commissioner [2025] ARTA 1355.
In the March 2025 Tax Agent Newsletter (Issue 10), the ATO reiterated the importance of tax professionals supporting clients to manage ...
Freedom of Information (FOI) laws provides individuals and private entities with powerful rights to access information held by government ...
This article focuses on when a non-arm’s length general expense (general NALE) in an SMSF will give rise to NALI.