New (financial) year, same story: Avoid lost SMSF trust deeds
Matthew Burgess, View Legal
One of the key trustee duties of any form of trust is to know the terms of the trust deed and keep the original wet (not electronically!) si
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.
One of the key trustee duties of any form of trust is to know the terms of the trust deed and keep the original wet (not electronically!) si
We’re now at the pointy end of the compliance deadline, though we expect a substantial proportion of the accounting industry will be not S
Six-member SMSF funds — they sound like a sensible idea, don’t they? Put the family in one super fund, make joint investment decisions,
Employers are turning to alternative methods of rewarding employees as wage freezes become commonplace during the pandemic. With record-low
I have previously written in other articles of the dangers of complicated transactions involving SMSFs: dangers that typically arise due to
When discussing contribution strategies with clients, advisers should be mindful not to present contribution reserving as a straightforward
On 21 May 2021, Treasury released exposure draft legislation to implement previously announced measures in the May 2019 federal budget to st
Many tax and estate planning specialists argue that tax equalisation provisions in wills generally, and particularly in relation to superann
Traditionally, deeds were unable to be made electronically due to the common law requirement that a deed must be written on “paper, parchm
The 2021–22 federal budget (released on 11 May 2021) announced changes for some — but not all — legacy pensions. In this article, we
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