Why every Australian needs an estate plan – and how to get started
Tony Zhang
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
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
Fundamentals are strong given rebounded output with business and consumer balance sheets in good shape. Vaccines, rapid testing, quarantine
From an asset protection perspective, most specialist advisers recommend that an SMSF intending to invest in real property (ignoring any bor
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
With recent changes made to contribution rules along with upcoming legislative changes, various technical windows of opportunities have open
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
In the last part of our series on NALI, we discuss SMSF Trustee capacity and how to apply the new ruling in practice.
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
It's safe to say that the SMSF industry was never going to sanction LCR 2021/2 ("the LCR") in any form. But as it is now law, we have 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
One of the key trust-related areas that continues to be subject to court attention is the ability of beneficiaries to access the records of
Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater unc
SMSF Wills have become a topical issue in recent times as some claim they have certain advantages over binding death benefit nominations (BD
The ATO issued its comprehensive ruling, TR 2010/1, on what constitutes a contribution to a superannuation fund in February 2010. A revised
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