Tips and traps with payments above the ABP minimum
Joseph Cheung & Daniel Butler
Following the introduction of the transfer balance cap, some SMSF practitioners have implemented strategies for clients who receive payments
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
Graeme Colley
ECPI – the magician’s trick
Just like a magician, the strategic use of the ECPI rules and fund investments is now all in the timing.
Peter Johnson
ATO auditing SMSF auditors with one day’s notice
With the ATO now only providing one day’s notice that they will be reviewing an audit file, SMSF auditors need to ensure their files are u
Joseph Cheung & Daniel Butler
Deposits a critical step for SMSF property purchases
One of the common mistakes SMSFs make when acquiring real property is not having the deposit paid from the bank account of the SMSF trustee.
Shelley Banton
Navigating Simple TRIS Mistakes
It’s a whole new TRIS world out there, with some SMSF advisers starting to make simple mistakes that could have far-reaching implications
Philippa Briglia & Daniel Butler
SCT decision raises key issues around transparency
A recent decision by the Superannuation Complaints Tribunal has highlighted the importance of transparent fees in financial services.
Chris Hill
Lessons for SMSF practitioners in watershed case
The judgement handed down in the case of Narumon Pty Ltd by the Queensland Supreme court highlights some potential risks for advisers in pre
Peter Townsend
The education paradox
While a greater focus on education for consumers may be warranted, it should be looked at far more carefully and sympathetically for adviser
Joel Curry
What to do when clients miss their deadlines
With the 2018-19 financial year well under way now, SMSF practitioners are now turning their mind to SMSF annual returns for the 2017-18Â
Shelley Banton
Putting the SMSF brakes on three-year audit cycles
One of the critical points ignored in the debate around the three-year audit measure is the conflict of interest issue it poses for SMSF tru
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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