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Seizing opportunity when onboarding new clients
The onboarding process for new clients is often not conducted with the dedication and thoroughness that it deserves.
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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.
The onboarding process for new clients is often not conducted with the dedication and thoroughness that it deserves.
While the transfer balance cap rules can be harsh on legacy pensions, some careful planning can help to mitigate some of the more ...
Updated APRA guidance that outlines the definition of retirement for individuals with multiple employment arrangements could also have ...
While there is now a mechanism to enable a TRIS to enter retirement phase, the ATO does not appear to accept that a TRIS can convert to an ...
The SMSF sector continues to be plagued by BDBNs that are either carelessly prepared, invalid or completely unnecessary. What steps can be ...
The recent court decision of Perry v Nicholson [2017] QSC 163 contains very important lessons for SMSFs in regards to succession planning.
SMSF clients are often enticed by the income and capital growth potential of a property, but ignore issues around cost, liquidity and ...
For SMSF practitioners dealing with defined benefit pensions for clients, it is critical to have a thorough understanding of how the ...
With the raft of recent reforms to super, is superannuation still the best long-term wealth accumulation structure?
The chance of a meaningful pullback in share prices has grown in recent months, which may provide opportunities for SMSF investors to buy ...
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