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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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Age considerations with SMSF set-ups

Helping a client to decide whether an SMSF is right for them can depend on a wide range of factors and there can also be some specific ...

A guide to CPD under FASEA

The Financial Adviser Standards and Ethics Authority (FASEA) have finalised a continuing professional development (CPD) standard legislative ...

3 simple rules for related parties

Identifying related party transactions in an SMSF can be a complex process, but there are some simple rules to keep your funds compliant.

The hidden path to independence

Given that independence is now high on the ATO’s radar, those SMSF advisers still running the gauntlet face a high risk of being targeted in ...