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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

Should a TRIS be converted to an ABP?

Trustees and advisers should consider a number of factors, including the impact on Centrelink benefits, if planning to change a transition ...

Tailoring an EPOA for a member

The use of an enduring power of attorney can provide additional levels of certainty to the wishes of an SMSF member, but careful ...

A rundown of the TSB measure for LRBAs

The article examines the government's measure to increase an individual's total superannuation balance by the share of the outstanding ...

Three triggers of market mayhem

A rapid rise in US bond yields, a reappraisal of valuations for strongly performing technology and healthcare stocks, and concerns about the ...

Avoiding litigation as an SMSF auditor

Two cases this year have resulted in significant settlements against the auditors of SMSFs for failure to inform the trustees of dodgy ...

The new ‘ipso facto’ regime and SMSFs

The new law pertaining to “ipso facto” clauses came into operation on 1 July 2018. This article highlights the relevance of the new law for ...