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‘Generational transfer of wealth is not a future problem, it’s a now problem’
Keeli Cambourne
According to one financial adviser, the generational transfer of wealth is no longer an issue for tomorrow.
According to one financial adviser, the generational transfer of wealth is no longer an issue for tomorrow.
As we reach the pointy end of the financial year, it’s worth turning our minds to Total Superannuation Balance (TSB) as this will be a key
The SMSF Association is advocating for the ATO to review the way in which the new SIS regulations in regard to the restructuring of market-l
It may not be romantic, but a leading SMSF legal specialist says putting in place a Binding Financial Agreement when drawing up an SMSF make
As the end of the financial year approaches there is one strategy that SMSFs can consider that can help claim a double deduction.
Recommendations to commence an SMSF have plateaued in recent years but are more highly recommended by financial advice firms with a connecti
Those at the coalface of the SMSF sector are facing some tough questions from clients as they try to plan for the future with little guidanc
Now is the time to finalise your end of financial year planning and ensure your SMSF is prepared to enter the new financial year. To help yo
There was more than a 130 per cent increase in the number of trustees disqualified year-on-year, according to the latest statistics released
The Australian Law Reform Commission has raised concerns about how SMSFs navigate the issue of financial product and advice in its latest ba
A leading SMSF adviser has warned of a “quirk” in the unclaimed super process that could end up costing members a contribution excess or
In the life cycle of an SMSF, the time may come to wind it up. Over recent financial years, on average, around 15,000 SMSFs are wound up eac
The younger generations are accustomed to getting things quickly but it’s time to educate them that good things come to those who wait, sa
Rising interest rates have not dampened the appetite for SMSF loans, says a major lender in the sector.
The ATO is reminding SMSFs that for the 2023–24 financial year the 50 per cent reduction in the minimum pension drawdown rate will no long
Treasury has suspended the planned expansion of consumer data rights for the superannuation sector and will not review its decision until th
Consider this important question: an SMSF member is married to a second spouse. The member and his second spouse are the two trustees of the
Jo Hurley’s passion for SMSFs is personal.
Advisers need to adhere to the KYC (Know Your Client) mantra in light of a rash of court cases in relation to lost trust deeds.
Self-managed funds are being warned to check out the fine print before taking out or refinancing a loan as there may be exit fees that wipe
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