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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

Important takeaways from recent BDBN cases

Two recent cases highlight the importance of a valid Binding Death Benefit Nomination (BDBN) and succession planning, especially who control

Lessons for managing lost trust deeds

The recent decision of Sutton v NRS(J) Pty Ltd [2020] NSWSC 826 highlights the importance of having original executed copies of all consti

A guide to intermediary LRBAs

The introduction of ATO instrument SPR 2020/1 has allows LRBAs to be arranged in a slightly different way, and potentially makes it easier

LRBA property development catch-22

In this second article of my four-part series, we look at the compliance issues surrounding property development and LRBAs.

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