I’m a huge fan of flexibility and simplicity and I expect many accountants, advisers and SMSF members are the same. ...
SMSF trustees who have a legacy pension allocated in the asset test exempt area should hold back from making any ...
While the increase in the transfer balance cap to $2 million is welcomed by many, not everyone will benefit, a ...
The SMSF Association, as a key contributor to a joint industry submission, has secured an important compliance win for our ...
Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has ...
SMSF advice professionals and trustees need to have a thorough understanding of a fund’s balance if they are planning on ...
New legacy pension regulations, applying from 7 December 2024, are now in force. They affect lifetime complying, life expectancy and ...
Any market-linked pension that has been commenced in an SMSF and any complying lifetime pension can be commuted under the ...
The ATO has issued guidance on the recent changes that will allow individuals to exit certain legacy retirement products for ...