Reversionary pensions v BDBNs: Advisers’ risks
Bryce Figot
There has been a number of commentators suggesting that if a pension reversion nomination conflicts with a binding death benefit nomination
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
Shelley Banton
New rules turn NALI into Gnarly
The government has recently passed legislation to reduce the ambiguity surrounding the effect of non-arm’s length expenditure (NALE) on SM
Naomi Kewley
Gold and silver in your SMSF — an auditor’s perspective
The inclusion of gold or silver in an SMSF’s portfolio sets in train a series of questions for the auditor. No trustee wants a last-minute
Bryce Figot and Daniel Butler
SMSF investment strategies –– are they a financial product?
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF clien
Bob Locke
Don’t forget your (superannuation) cap
My coat stand at home has a lot of caps on it; baseball caps, old school caps, cricket caps, a memento of the Sydney Harbour Bridge Climb an
Daniel Butler
Investment strategies: What SMSF trustees must do
This article provides some background and some key points on SMSF investment strategies.
Melanie Dunn
SMSFs investing in a pooled superannuation trust
A pooled superannuation trust (PST) is a unit trust in which only assets of superannuation funds, approved deposit funds and other PSTs can
Daniel Butler
Downsizer contributions: Tips and traps for SMSFs and their members
In part two of our series on downsizer contributions, I will look at tips and traps SMSF trustees need to be aware of when making these cont
Daniel Butler
Does the downsizer contribution have any appeal?
As one of a number of “housing affordability” measures where superannuation is seeking to encourage housing affordability, downsizer con
Naomi Kewley
SMSF investment strategies and diversification — an auditor’s view
The ATO has sent letters of concern to approximately 17,700 SMSFs that hold 90 per cent or more total investments in a single asset or asset
Why we’ll keep delivering for our communities in the face of COVID-19
As Australia tries to keep pace with a rapidly changing business and social landscape in the wake of COVID-19, Momentum Media is leading the way delivering essential content to our communities, writes Alex Whitlock, director of Fintech Business.
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