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Do BDBNs and SMSF wills need knowledge and approval to be effective?
Matthew Burgess, View Legal
In a range of respects, binding death benefit nominations (BDBNs) are often seen as analogous to a key aspect of any holistic estate plan, n
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.
In a range of respects, binding death benefit nominations (BDBNs) are often seen as analogous to a key aspect of any holistic estate plan, n
While many of the scenarios I have previously written about are somewhat unusual and rarely cross the desk of your average adviser, the issu
While enduring powers of attorney (EPA) are generally a key component of a holistic estate plan, it is critical to remember that special rul
Auditing Standard ASA 510 requires that the auditor shall obtain sufficient and appropriate audit evidence about whether the opening balance
Discretionary trusts are an extremely popular structuring and investment vehicle in Australia. In FY2016, there were around 850,000 trusts i
This memo provides guidance on an SMSF rolling benefits to another SMSF both prior to and from 1 October 2021. The key change is the require
While the provision of documents from non-qualified suppliers may initially appear to be a simple, low cost and straightforward approach, th
For many businesses, tax time is one of the busiest and most complex times of the year — particularly in a post-pandemic environment.
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
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