Why SMSF changes of trustee go wrong
David Oon
An SMSF change of trustee can be very tricky as there is no single standardised method for changing a trustee and any wrong move could give
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
Vivian Bai
SMSF compliance traps with bitcoin
With the surge in the bitcoin price attracting greater numbers of SMSF investors, what compliance traps do SMSF practitioners and auditors n
Richard Liverpool
Three regulatory changes not to be ignored in 2018
As the calendar year comes to a close, it is important that financial planners and advisers take note of the myriad regulations that have co
Nicole Santinon & Andrew Sinclair
Succession planning in the post reform landscape
In light of the superannuation reforms, it may be worth reviewing the interaction between pension terms, wills and death benefit nominations
Simone Poulter
What SMSF firms can learn from TripAdvisor
What's the key to building trust with potential SMSF clients in an increasingly connected world?
Peter Kelly
Key strategies for equalising super
The introduction of concepts such as the total superannuation balance and transfer balance cap, mean it may be worth revisiting strategies f
Shelley Banton
The pitfalls of property valuations
Part 3 of 3: Borrowing, renting and leasing The complexities surrounding property development within super mean more onerous obligations a
Shelley Banton
The pitfalls of property valuations
Part 2 of 3: Factors affecting valuations While it’s not impossible to obtain a valuation for a partly completed property development, t
Joseph Cheung & Daniel Butler
Triggering your bring forward NCC cap post 1 July 2017
The eligibility criteria for individuals who wish to bring forward their non-concessional contributions cap post 1 July 2017 is more rigorou
Shelley Banton
The pitfalls of property valuations
Part 1 of 3: What Do SMSF Auditors Look For? Property development is a popular investment choice for SMSFs because, in many cases, the retu
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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