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Strategy

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.

Latest Strategy

The new simplified work test exemption

Before the regulations for the work test exemption measure were made, the government decide to amend the regulations so that the bring forwa

Unlocking opportunities with the CGT cap

The CGT cap can be an effective way of maximising superannuation account balances for SMSF members, particularly in light of the restriction

The three big words impacting SMSFs

While many thought the transfer balance cap would become the “big ticket” three-word concept for SMSFs, the total superannuation balance

Potential problems with pension payments

The new rules and regulations for super can be confusing, particularly in regard to pensions. What are some of the potential traps for SMSF

Seven tips for those impacted by the TBC

Due to the introduction of the transfer balance cap in 2017, some funds may now have a retirement phase pension and a non-retirement phase a

Should a TRIS be converted to an ABP?

Trustees and advisers should consider a number of factors, including the impact on Centrelink benefits, if planning to change a transition t

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

Which political party will deliver better outcomes on superannuation policy?

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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