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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

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

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

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

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

When do you plan to undertake the exam under the new adviser education standards?

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