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Implications for SMSFs in missing trust deed case
Bryce Figot & Daniel Butler
A recent court decision involving a missing trust deed from 1976 has some significant implications for advisers working with SMSFs and famil
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.
A recent court decision involving a missing trust deed from 1976 has some significant implications for advisers working with SMSFs and famil
When you pass away, it is important to ensure your loved ones are not left with a financial and legal headache. With specialised forward pla
For many years there was a debate in the SMSF industry as to whether an SMSF binding death benefit nomination (BDBN) could last indefinitely
The laws and regulations around the use of digital document and e-signatures in Australia are set to change with the Australian Government r
As a valued road map to your ultimate financial goals, a well-defined investment strategy is an essential step in retirement planning, which
Fundamentals are strong given rebounded output with business and consumer balance sheets in good shape. Vaccines, rapid testing, quarantine
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
Moss Super Pty Ltd v Hayne [2008] VSC 158 is an important lesson for trustees and advisers to always consider what the governing rules of an
At the heart of the self-managed superannuation fund (SMSF) regime is whether the Commissioner will issue a Notice of Compliance.
The recent AAT decision in Driscoll and Commissioner of Taxation [2021] AATA 3892 has important implications that all SMSF professionals (an
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