A call to action with complying pensions
Michael Harkin
Recent ATO guidance concerning the use of reserves by SMSFs has prompted a timely reminder for members in receipt of these pensions to consi
Strategy
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.
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.
Latest Strategy
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-
Joseph Cheung & William Fettes
Total superannuation balance milestones
Under the new super rules, many fundamental superannuation rights and entitlements are affected by the TSB. Accordingly, individuals will ne
Daniel Butler and William Fettes
Tips and traps with the TBAR
SMSF trustees and advisers need to ensure they comply with the TBAR regime to avoid penalties and manage each member’s transfer balance ca
Shelley Banton
The ugly truth of super reform
The current era of unprecedented SMSF technological change is overwhelming many SMSF advisers. And as we’re constantly being told to adapt
Which political party will deliver better outcomes on superannuation policy?
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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