Login
Login
Dealing with the death of your SMSF client
The death of a client is a tricky time for SMSF practitioners – for all sorts of reasons. Just one of these is the challenge of knowing ...
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.
The death of a client is a tricky time for SMSF practitioners – for all sorts of reasons. Just one of these is the challenge of knowing ...
Despite the low interest rate environment, SMSF trustees are still hanging tight to their cash investments. How do you find the right home ...
Despite the persistent warnings, there continues to be a range of difficulties associated with binding death benefit nominations (BDBNs) so ...
Proposed changes to the tax treatment of unit trusts could result in changes for SMSFs invested in trusts as they will no longer be included ...
Business marketing is often a challenge for SMSF practices, but Mayflower Consulting director Sarah Penn shares with Miranda Brownlee where ...
The fight for super fund members is well and truly underway, and you can expect the SMSF sector to compete vigorously.
Would the classification of property as a financial product resolve some of the current issues surrounding SMSF property investment or lead ...
Principal of Condell Financial, Andrew Condell, tells Katarina Taurian how a focus on people and community is crucial to his new practice’s ...
With the government taking steps to reduce the penalties of the SG regime, what are some of the complications with the existing regime and ...
Following the updated ATO guidance on the use of contribution reserving strategies, what should SMSF practitioners and their clients be ...
Get the latest news and opinions delivered to your inbox each morning
Subscribe