Critical steps to protect retirement portfolios
Trustees of SMSFs and investors generally need to take steps to mitigate the potentially destructive impact of ‘sequencing risk’ on their ...
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.
Trustees of SMSFs and investors generally need to take steps to mitigate the potentially destructive impact of ‘sequencing risk’ on their ...
Accountants need to get with the times and realise tax advice is only one part of the bigger SMSF picture.
A checklist of considerations for professionals dealing with limited recourse borrowing arrangements (LRBAs) in SMSFs to avoid compliance ...
A recent decision handed down by the courts shows how basic misunderstandings can lead to disaster in the dividing of a trustee’s estate
SMSF Adviser reflects on the progress and expansion of the SMSF sector in 2013, which was at times overshadowed by controversy
The GFC has given retirees good reason to drop their swords and reassess annuities as an alternative to an account-based pension (ABP).
If history is any guide, it is unlikely superannuation will slip under the radar in 2014.
After flying low under the radar during much of the recent industry upheaval, the SMSF sector now finds itself planted firmly on the front ...
Advisers need to understand the psychology of trustees to keep a firm hold of the SMSF market.
Looking ahead, the challenge for industry in 2014 will be to ensure that SMSF property investment doesn’t attract unwanted regulatory ...