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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.

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Insurance and SMSFs – part 2

Following on from part one of our ‘Insurance through an SMSF’ series, which looked at taxation on permanent incapacity benefits, part two ...

Legacy pension opportunity

New legacy pension regulations, applying from 7 December 2024, are now in force. They affect lifetime complying, life expectancy and ...

Insurance and SMSFs – part 1

With the latest ATO statistical data showing younger Australians powering the uptake of SMSFs, it is timely to revisit insurance for this ...