Should a TRIS be converted to an ABP?
Michael Harkin
Trustees and advisers should consider a number of factors, including the impact on Centrelink benefits, if planning to change a transition t
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
Natasha Fenech
New modelling reveals impact of Labor’s franking credit policy
A detailed analysis of Labor’s proposal to remove franking credit refunds has identified the pension incomes that will be hit hardest by t
Nicole Santinon & Joshua Pascale
Tailoring an EPOA for a member
The use of an enduring power of attorney can provide additional levels of certainty to the wishes of an SMSF member, but careful attention
Christian Pakpahan & Daniel Butler
What disqualifies you from having an SMSF?
What are the main ways a person can become disqualified? What are the consequences and what are the options available?
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.
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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