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Can an SMSF member compel a trustee to roll out their benefits?
Keeli Cambourne
An SMSF member eager to leave may have some leverage from the point of view of questioning if the trustee complied with the payment ...
An SMSF member eager to leave may have some leverage from the point of view of questioning if the trustee complied with the payment ...
Moving to a quarterly reporting framework will present some challenges for the sector, especially changing the mindset of not using hard ...
A man faced court yesterday charged over allegedly fraudulently misappropriating more than $100,000 in superannuation funds from the SMSF of ...
A sloppy approach to SMSF estate planning can have nasty repercussions, says one of the industry’s most respected advisers.
An in-specie payment cannot be made from a pension fund to meet the minimum annual pension drawdown requirements, warns a technical adviser
Online searches relating to superannuation have doubled over the past four years, according to new research from the Australian Retirement ...
Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading women in the financial ...
Although it is usually only possible for death benefits to be paid to a member’s dependants or legal personal representative, there is a ...
A technical expert has outlined the pitfalls of the current SMSF documentation law and how upcoming legislation could impact the process.
Retirees thinking of selling up to boost their super balance should consider making a downsizer contribution while property supply is still ...
There’s no easy option for compelling a member to leave an SMSF if things turn adversarial, warns a legal expert, and it can be difficult, ...
Changing superannuation funds requires a little foresight and management but it can reap dividends, says leading adviser Meg Heffron.
There is a common misconception about how a life insurance policy must be paid within an SMSF account, says a leading adviser.
It’s not just starting or commuting pensions which need to be reported quarterly under the new 1 July rules, says SMSF specialist Mark Ellem
Exiting an SMSF is not as easy as just deciding to split the assets and moving on, warns a leading legal expert.
Investment strategies and tax concessions are at risk if a written strategy is missing, says a legal expert.
It’s crucial the Objective of Superannuation legislation is embedded as it will give a framework for policy moving forward, said a leading ...
Unravelling a suspect transaction in an SMSF can be time consuming, costly, and could result in administrative penalties or the sale of an ...
While the Reserve Bank has stalled its interest rate rises, one leading economist predicts it won’t be until the end of this year that the ...
The transfer of wealth is happening at speed according to research from McCrindle, and for those with SMSFs it presents an opportunity to ...
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