Small portion of SMSFs passing on wealth

20-Sep-2017|By Krystine Lumanta

Only 7 per cent of SMSFs in or transitioning to retirement have specific inheritance plans, with the majority of trustees choosing to use their super to fund retirement spending, a new report from the SMSF Association and Accurium has revealed. .. Read More

Number of SMSFs likely to close jumps


The number of trustees that are likely to leave their SMSF has doubled from last year, a recent industry report has found. The “2017 CoreData SMSF Service Provider Research” revealed 7.9 per cent of s.. Read More

TBC may lift partial pension commutation use


Partial pension commutations have the potential to become more common as part of a strategy to comply with the transfer balance cap (TBC), the director of an advisory firm has said. Cooper Partners director Jemma.. Read More

Monthly income LIT resonates with SMSFs


Metric Credit Partners (MCP) has experienced immense support from investors, including SMSFs, with its Master Income Trust initial public offering, which closed yesterday, raising more than $500 million. The list.. Read More

The truth about the ageing brain


Deciding to “cross that bridge when I come to it” may leave SMSF investors with less-desirable options and outcomes, and their families and advisers with more stress and risk. Age has a way of sneaki.. Read More

Critical court date set for DomaCom


The date for a Federal Court hearing to determine if the DomaCom fractional property offering represents one trust only has been set, with the matter to be decided on in late November. “What happened last W.. Read More

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