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Strategy

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.

Latest Strategy

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

Total superannuation balance milestones

Under the new super rules, many fundamental superannuation rights and entitlements are affected by the TSB. Accordingly, individuals will ne

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

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

Pension minefields for SMSFs

Many SMSF clients still don’t recognise that the ‘devil is in the detail’ with the changes to pensions, particularly where unforeseen

Are dual fund strategies viable?

With recent ATO commentary that dual fund strategies might attract ATO attention, this article considers some of the tax and superannuation

Bitcoin: digital or fool’s gold?

Is the world’s most famous cryptocurrency set to become the future of money, or a modern-day re-run of tulip mania?

When do you plan to undertake the exam under the new adviser education standards?

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