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Clearing up confusion about accessing super
Although it seems basic, some super fund members remain confused about exactly when and how accumulated savings can be accessed.
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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.
Although it seems basic, some super fund members remain confused about exactly when and how accumulated savings can be accessed.
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With 42 per cent of all SMSF fund members now over the age of 60, based on ATO statistics as at 30 June 2013, the proportionate incidence of ...
For SMSF practitioners, there are numerous lessons to be learnt from a family dispute over a substantial super death benefit involving three ...
People are often misinformed about the processes and requirements of SMSF borrowing, particularly regarding lender policies and ...
Any time you’re feeling blue and need a giggle, just go to the tax office’s SuperFund Lookup site and have a look at some of the names of ...
After the ATO finalised its views on automatically reversionary pensions (ARPs) in TR 2013/5, there has been considerable debate on whether ...
If you want to save your clients some money and heartache, there are some potential solutions for clients who jump the gun with SMSF ...
The start of a new financial year is an ideal time to review and take stock of your client’s superannuation strategy. A rebalance, ...
A detailed look at why and how the ATO is turning greater attention to SMSFs in the benefits phase or those transitioning to retirement.
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