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‘Get your death benefits in order when writing a deed’
Keeli Cambourne
There should be a clear priority of death benefit payments in an SMSF trust deed, says a legal expert.
There should be a clear priority of death benefit payments in an SMSF trust deed, says a legal expert.
The ATO is reminding SMSFs that they must report certain events that affect a member’s transfer balance account (TBA) quarterly, using ...
There is a special class of investment that SMSFs can hold that won’t trigger the in-house asset provisions, says one of the sector’s most ...
An increase in complex and related-party investments by SMSFs is slowing down the audit process and increasing the risk of SIS compliance ...
The drawdown rate for retirees should be increased and the non-concessional contribution cap halved, says a leading retirement investment ...
Members of SMSFs are more likely to enjoy tax-free earnings than those in APRA funds, it was revealed in the latest Class Annual Benchmark ...
A reversionary pension may give an SMSF a greater opportunity for an exempt current pension income, says one of the sector’s most ...
If the SMSF sector is to continue to grow and accelerate, advisers need to be leading the way, said industry leaders.
The objective of super could open the door for the government to use Australia’s $3.5 trillion superannuation savings for nation-building ...
SuperConcepts has appointed a new general manager, quality and technical services as part of its business restructure.
Leading cloud-based entity establishment, management, and compliance solution provider NowInfinity has added new features to its SMSF trust ...
Generation X is leading the charge in establishing new SMSFs, according to the latest Class Annual Benchmark Report.
Advisers are being warned that there are several key changes in the Fair Work Legislation Amendment (Closing Loopholes) Bill 2023 that could ...
The SMSFA has called on the government to delay extending financial service licensing exemptions to foreign financial services providers ...
SMSF education specialist Accurium is expanding its services to provide a comprehensive professional development offering for accountants.
Trustees and advice professionals need to be aware of which documents can be signed electronically and which still need a wet signature ...
There are more multicultural, generational SMSFs being established with funds now allowed to have up to six members, says the head of the ...
If female school or university students volunteer for work experience in finance, organisations have a “duty” to offer it to them, according ...
A Victorian accounting and financial services firm has launched a new online wealth management solution with a focus on addressing the needs ...
The exposure draft on legislating an objective of superannuation makes it clear that it will not interfere with the SIS Act.
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