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New generation of investors changing look of portfolios
Keeli Cambourne
Millennial SMSF trustees and members may soon change the landscape of investment portfolios as ESG parameters become increasingly important.
Millennial SMSF trustees and members may soon change the landscape of investment portfolios as ESG parameters become increasingly important.
Meeting a terminal medical condition of release has nil cashing restrictions, said a leading SMSF technical professional, which allows the
SMSF members need to brace themselves for constant change, says a leading legal expert, and estate planning should be a priority despite unc
As the establishments of SMSFs continue to rise, there has also been an increase in the number of finance and professionals upskilling to ke
For the first time in three and a half years, the number of financial advisers in Australia has increased.
In January 2023 Treasury proposed a lower than arm’s length (or nil) expense (NALE) be multiplied by five.
Pensions within an SMSF allow a greater deal of flexibility and control over money and cash flow, says a leading SMSF adviser.
An SMSF can invest in a related company or trust under a special in-house exemption said an SMSF specialist.
There’s still a lot of confusion around Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) but the two are very different e
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
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