iscover
Motivation needs to be right when buying shares in a private company
Keeli Cambourne
Before an SMSF buys shares in a private company it must first comply with a number of super law and tax regulations, says a leading adviser.
Before an SMSF buys shares in a private company it must first comply with a number of super law and tax regulations, says a leading adviser.
The introduction of a transfer balance cap (TBC) in July 2017 brought about a limit on how much an individual could transfer from their accu
The issues facing clients now with the newly announced $3 million threshold is not new and tried-and-true methods to help clients can be fou
With the contribution caps now set for the 2023–24 income year, SMSF professionals can do some forward planning.
According to SuperCentral, there is a material benefit in delaying the commencement of the pension phase of a superannuation investment unti
With increasing threats from cyber attacks across the globe, the FPA has released new guidance to members about cyber security.
The issue of deathbed withdrawals has raised several concerns for SMSF advisers but there is one strategy that may mitigate any consequences
So called ‘fast death’ tax arises where superannuation benefits that could otherwise be withdrawn tax free by the member of a superannua
How the ECPI rules have changed in recent years and what it means for SMSF clients.
SMSFs making large benefit payments can face several structural challenges with pensions that can shape the contribution and timing strateg
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 laws and regulations around the use of digital document and e-signatures in Australia are set to change with the Australian Government r
As a valued road map to your ultimate financial goals, a well-defined investment strategy is an essential step in retirement planning, which
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
The new recently introduced bill on enhancing superannuation outcomes has provided a further update on how the government will implement its
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
With major changes to the work test possibly coming next year, advisers will need to be cognisant of the re-evaluation of new sets of contri
On 22 June 2020, the Treasury Laws Amendment (Registries Modernisation and Other Measures) Act 2020 (Cth)) received royal assent, which intr
Get the latest news and opinions delivered to your inbox each morning
Get notifications in real-time for staying up to date with content that matters to you.
Subscribe to our newsletter.
