Managing the total superannuation balance: Part 1
Joseph Cheung & William Fettes
The total superannuation balance now determines many rights and entitlements and so it is important for practitioners to carefully monitor a
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
Nicole Santinon & Joshua Pascale
What you need to know about superannuation proceeds trusts
Whilst an SPT is a powerful and useful tool, it is important that advisers are aware of both the benefits of and the reasons why an SPT woul
Melanie Dunn
A major benefit of automatically reversionary income streams
The pros and cons of adding an automatically reversionary beneficiary when starting an income stream have always been an important estate pl
David Oon
A guide to winding up LRBAs
What are the steps that must be taken once a limited recourse borrowing arrangement has reached completion and the loan is paid off?
Deanne Firth
Why SMSFs need an annual audit
Moving to a three-year audit cycle will increase administration for the ATO and therefore costs and open up the temptation for trustees to s
George Lucas
Getting Millennials interested in super is no easy task
No matter what the superannuation industry does, it seems to have a negligible impact in getting Mllennials to take an interest in their su
Rebecca Oakes
Understanding the use of the segregated method
An SMSF that intends to use the segregated assets method for the purposes of claiming ECPI will need to ensure that the SMSF is eligible t
Tim Fuller
A tough day in the royal office for Henderson Maxwell
As the royal commission saga continues, it's clear that time is up for the inadequate research, cookie-cutter advice and poor professional
Michael Harkin
A call to action with complying pensions
Recent ATO guidance concerning the use of reserves by SMSFs has prompted a timely reminder for members in receipt of these pensions to consi
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
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
