Reversionary pension v BDBN: Which one wins?
Bryce Figot
There is a misconception that reversionary pension documentation will always apply before a binding death benefit nomination. If the SMSF de
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.
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
Bob Locke
Beyond the contribution caps
While exceeding the contribution caps will generally lead to negative financial outcomes for members, there are particular circumstances whe
Rebecca Oakes
Strategies for maximising ECPI
For SMSF clients using the unsegregated method, the timing and weighting of specific transactions and the way in which deemed segregation is
Michael Harkin
Avoiding conflicts with BDBNs and reversionary pensions
The SMSF environment is generating more and more case law. Without proper care, conflict between a pension reversion nomination and a bindin
Sally Bruce
Key ingredients for making workplace flexibility a success
When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industr
Meg Heffron
Planning for incapacity
SMSF clients should ensure they have valid enduring powers of attorney in place and that the attorney nominated can fulfill their duties. Fa
Shelley Banton
Why didn’t my SMSF auditor check that?
SMSF auditors are the last link in a long superannuation chain before the annual return gets lodged. And when things go wrong, SMSF auditors
Joseph Cheung & Daniel Butler
The impact of penalty interest on SMSF loans
An SMSF trustee that is considering repaying an LRBA early or refinancing an LRBA should review the loan agreement and consider carefully th
Doug McBirnie
More ECPI changes on the horizon
While the proposed changes to exempt current pension income are likely to cause some temporary disruption for the SMSF industry, they should
Kimberley Noah
Is the SG system in need of urgent overhaul?
The SG regime should undergo a systematic review to make it easier for employers to understand and comply with their obligations.
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