Investment strategies: What SMSF trustees must do
This article provides some background and some key points on SMSF investment strategies.
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.
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
How many times have we heard that it’s only an SMSF audit; there’s not much in the fund; or it’s not high-risk? For some reason, the
There is a misconception that reversionary pension documentation will always apply before a binding death benefit nomination. If the SMSF de
While exceeding the contribution caps will generally lead to negative financial outcomes for members, there are particular circumstances whe
For SMSF clients using the unsegregated method, the timing and weighting of specific transactions and the way in which deemed segregation is
The SMSF environment is generating more and more case law. Without proper care, conflict between a pension reversion nomination and a bindin
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