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Strategy

Strategy

Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.

Latest Strategy

A call to action with complying pensions

Recent ATO guidance concerning the use of reserves by SMSFs has prompted a timely reminder for members in receipt of these pensions to consi

Tips for processing options for SMSFs

Option reports can be long and complicated and terminology can vary across different brokers. What are some solutions for processing option

Total superannuation balance milestones

Under the new super rules, many fundamental superannuation rights and entitlements are affected by the TSB. Accordingly, individuals will ne

Tips and traps with the TBAR

SMSF trustees and advisers need to ensure they comply with the TBAR regime to avoid penalties and manage each member’s transfer balance ca

The ugly truth of super reform

The current era of unprecedented SMSF technological change is overwhelming many SMSF advisers. And as we’re constantly being told to adapt

Do you think the government should reinstate the accountants’ exemption for SMSF advice?

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In this month's issue:

  • Time wrap
  • The tech bull run
  • From hobby to passion
  • Golden Years
  • An untimely reminder
  • Why change is so difficult
  • Key Strategies for equalising super