Navigating in-specie traps when transferring assets to SMSF
Tony Zhang
An SMSF law firm has highlighted some of the tax consequences and compliance issues that need to be considered when SMSFs make in-specie tra
An SMSF law firm has highlighted some of the tax consequences and compliance issues that need to be considered when SMSFs make in-specie tra
The Federal Court of Australia has dismissed a claim against the trustee of an SMSF in a case relating to the exchange of contracts for the
When you pass away, it is important to ensure your loved ones are not left with a financial and legal headache. With specialised forward pla
For many years there was a debate in the SMSF industry as to whether an SMSF binding death benefit nomination (BDBN) could last indefinitely
The AAT has made its decision to uphold administrative penalties on an SMSF after it had breached superannuation borrowing restrictions.
Executors of SMSF estates can face various administrative pitfalls and unwanted liabilities that may arise during the management process of
Whilst it is best for SMSF trustees to continuously maintain a clean record, members getting a criminal notice is not the end of the world f
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
SMSFs setting the optimal death benefit strategy can face critical timing challenges when considering both member benefit and death benefit
Moss Super Pty Ltd v Hayne [2008] VSC 158 is an important lesson for trustees and advisers to always consider what the governing rules of an
SMSFs with overseas members that may run into residency risks in the future can use an enduring power of attorney (EPOA); however, funds can
Dixon Advisory and its ASX-listed parent and wealth manager E&P Financial Planning (EP1) have been hit with a class action over allegati
A recent judgment handed down by the Full Court of the Federal Court will have a profound impact on the way accountants approach matters con
With the rise of SMSF death benefit disputes, advisers will need to be cognisant of the challenges currently being seen on discretion approa
At the heart of the self-managed superannuation fund (SMSF) regime is whether the Commissioner will issue a Notice of Compliance.
The recent AAT decision in Driscoll and Commissioner of Taxation [2021] AATA 3892 has important implications that all SMSF professionals (an
Dixon Advisory is facing a lawsuit that could be the first of many after allegedly providing poor retirement advice for a couple’s SMSF, w
On 22 June 2020, the Treasury Laws Amendment (Registries Modernisation and Other Measures) Act 2020 (Cth)) received royal assent, which intr
Recent developments in legal professional privilege (LPP) has provided a wider scope of its applications in the tax space with the need to m
One of the key benefits, of self-managed superannuation funds (SMSFs) that are well managed and have access to ongoing specialist advice, is
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