Quirks with the total superannuation balance
Melanie Dunn
Determining a client’s total superannuation balance may not be as simple as it sounds.
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
Stan Segers
Diversifying SMSF portfolios in today's market
Is a split between growth and defensive assets still enough for SMSF portfolios to achieve diversification in the current economic environme
George Lucas
Regulation alone won’t solve finance industry woes
The final report handed down by the financial services royal commission will most likely call for more regulation, but is this really the a
Joseph Cheung & Daniel Butler
Tips and traps with payments above the ABP minimum
Following the introduction of the transfer balance cap, some SMSF practitioners have implemented strategies for clients who receive payments
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
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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