One on one with…Lee Virgin


Leedam Sheppard & Associates principal adviser Lee Virgin shares his organic journey into the SMSF space. He tells Krystine Lumanta why a more engaged SMSF client is rewarding and the biggest challenge for advice.. Read More

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1UP: The new life of estate planning


While the incoming superannuation legislation does not directly alter the rules of estate planning, the $1.6 million transfer balance cap will have a significant impact on trustees’ succession objectives. Kryst.. Read More

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Last Word

Julie Dolan summarises the workings of the transitional CGT relief provisions


The capital gains tax (CGT) relief transitional provisions are now law and the timeline to apply these provisions is running out fast. The ATO has issued a finalised Law Companion Guide LCG 2016/8 on the application .. Read More

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From the editor

From the editor: Royal commission a double-edged SMSF sword


The latest buzz in financial services circles in the past few weeks has been the announcement of a royal commission into the banks. The terms of reference for the inquiry include the superannuation industry, but .. Read More

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