Reversionary pensions v BDBNs: Advisers’ risks
Bryce Figot
There has been a number of commentators suggesting that if a pension reversion nomination conflicts with a binding death benefit nomination
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.
There has been a number of commentators suggesting that if a pension reversion nomination conflicts with a binding death benefit nomination
The government has recently passed legislation to reduce the ambiguity surrounding the effect of non-arm’s length expenditure (NALE) on SM
The inclusion of gold or silver in an SMSF’s portfolio sets in train a series of questions for the auditor. No trustee wants a last-minute
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF clien
My coat stand at home has a lot of caps on it; baseball caps, old school caps, cricket caps, a memento of the Sydney Harbour Bridge Climb an
This article provides some background and some key points on SMSF investment strategies.
A pooled superannuation trust (PST) is a unit trust in which only assets of superannuation funds, approved deposit funds and other PSTs can
In part two of our series on downsizer contributions, I will look at tips and traps SMSF trustees need to be aware of when making these cont
As one of a number of “housing affordability” measures where superannuation is seeking to encourage housing affordability, downsizer con
The ATO has sent letters of concern to approximately 17,700 SMSFs that hold 90 per cent or more total investments in a single asset or asset
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