What you need to know about superannuation proceeds trusts
Nicole Santinon & Joshua Pascale
Whilst an SPT is a powerful and useful tool, it is important that advisers are aware of both the benefits of and the reasons why an SPT ...
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.
Whilst an SPT is a powerful and useful tool, it is important that advisers are aware of both the benefits of and the reasons why an SPT ...
The pros and cons of adding an automatically reversionary beneficiary when starting an income stream have always been an important estate ...
What are the steps that must be taken once a limited recourse borrowing arrangement has reached completion and the loan is paid off?
Moving to a three-year audit cycle will increase administration for the ATO and therefore costs and open up the temptation for trustees to ...
No matter what the superannuation industry does, it seems to have a negligible impact in getting Mllennials to take an interest in their ...
An SMSF that intends to use the segregated assets method for the purposes of claiming ECPI will need to ensure that the SMSF is eligible to ...
As the royal commission saga continues, it's clear that time is up for the inadequate research, cookie-cutter advice and poor professional ...
Recent ATO guidance concerning the use of reserves by SMSFs has prompted a timely reminder for members in receipt of these pensions to ...
A recent review of the 2016 SMSF annual statistics released by the ATO indicates that some SMSF auditors are continuing to lodge ACRs ...
Robo-advice can play an important role in filling the advice gap for clients, but what compliance aspects do accountants need to consider, ...
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