Planning for incapacity
Meg Heffron
SMSF clients should ensure they have valid enduring powers of attorney in place and that the attorney nominated can fulfill their duties. Fa
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.
SMSF clients should ensure they have valid enduring powers of attorney in place and that the attorney nominated can fulfill their duties. Fa
SMSF auditors are the last link in a long superannuation chain before the annual return gets lodged. And when things go wrong, SMSF auditors
An SMSF trustee that is considering repaying an LRBA early or refinancing an LRBA should review the loan agreement and consider carefully th
While the proposed changes to exempt current pension income are likely to cause some temporary disruption for the SMSF industry, they should
The SG regime should undergo a systematic review to make it easier for employers to understand and comply with their obligations.
Taking an approach where the pension documentation overrides the BDBN with SMSF estate planning could expose professionals to additional ris
Under certain conditions, an SMSF may be able to accept an end of financial year contribution after 30 June; however, getting this wrong may
While it’s important that advisers and employers are aware of their Single Touch Payroll (STP) and PAYG obligations, SMSF professionals an
Helping a client to decide whether an SMSF is right for them can depend on a wide range of factors and there can also be some specific consi
It is not uncommon for there to be patchy documentation with competing wishes and directions expressed by members in BDBNs, pension documen
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