Getting Millennials interested in super is no easy task
George Lucas
No matter what the superannuation industry does, it seems to have a negligible impact in getting Mllennials to take an interest in their su
Strategy
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Members of the Australian advising community can now access the latest adviser opinions and analyses via SMSF Adviser’s Strategy category.
Latest Strategy
Rebecca Oakes
Understanding the use of the segregated method
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 t
Tim Fuller
A tough day in the royal office for Henderson Maxwell
As the royal commission saga continues, it's clear that time is up for the inadequate research, cookie-cutter advice and poor professional
Michael Harkin
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
Shelley Banton
The keys to effective SMSF reporting criteria
A recent review of the 2016 SMSF annual statistics released by the ATO indicates that some SMSF auditors are continuing to lodge ACRs unnece
Chris Brycki
Addressing compliance hurdles with robo-advice
Robo-advice can play an important role in filling the advice gap for clients, but what compliance aspects do accountants need to consider, e
Craig Day
Company directors and the retirement condition of release
Under common law, the director of a company is not generally considered to be an employee. This is because the courts have considered a comp
Deanne Firth
Labor’s class warfare an attack on SMSFs
When an opposition leader announces a change, which will detrimentally affect a third of SMSFs, even in a non-election year, we need to pay
Vivian Bai
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
Liz Westover
Q&A: Strategies and structures for wealthy SMSF clients
PwC private clients director Liz Westover highlights some of the structures and strategies that SMSF professionals should explore with high-
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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