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Beware related-party rules in unit trust investments
Keeli Cambourne
Trustees investing in a unit trust have to ensure they meet the in-house asset test each year said a leading SMSF adviser.
Trustees investing in a unit trust have to ensure they meet the in-house asset test each year said a leading SMSF adviser.
Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Associ
The proposed $3 million super tax is highlighting the problems that already existed in the SMSF industry and how it deals with illiquid and
A question in a newspaper forum on retirement advice has sparked a furore and the follow-up media attention is creating a false narrative ab
Opportunities for advisers in the SMSF sector continue to grow, according to statistics from a leading data insights company.
The ATO is in the process of writing to SMSFs with debts on hold greater than $10 that may be affected by offsetting.
EXCLUSIVE An SMSF specialist and former Suncorp manager warned the SMSFA of risks in the SMSF lending sector in an attempt to raise educatio
Divorce has many complex issues for SMSFs but one of those is becoming even more complicated, according to a leading legal specialist.
Super assets grew by 1.1 per cent over the past year to stand at some $3.5 trillion at the end of March 2023.
As the end of the financial year draws closer, the ATO has issued advice on how to lodge a private ruling if it is required.
SMSF property disputes have been highlighted as one of the “systemic problems” with which AFCA is dealing.
The trend downward of SMSF wind-ups over the past few quarters is one to watch, according to a leading auditor.
The most recent SMSF statistics from the ATO showing younger people are establishing self-managed funds at a greater rate than their more se
Specialist workshops are the core focus for the upcoming 2023 annual SMSF Association Technical Summit from 26–27 July on the Gold Coast.
More younger women established an SMSF in the March quarter of this year than men, highlighting the trend that SMSFs are now becoming a much
It’s time to take advantage of this year’s changes to super to put your SMSF in the best possible position for the next financial year.
The Financial Advice Association of Australia (FAAA) said it while it supports the reporting of meaningful performance test information to m
Five finalists will battle it out to win the coveted 2023 Fund Manager of the Year award at this year’s ceremony, including BlackRock Inve
A total of 95 finalists have been chosen to battle it out for 21 individual and group awards at the Fund Manager of the Year Awards 2023, ho
The implications of a lost trust deed can be disastrous because without it every trustee action or decision can be called into question, but
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