Insight
Profiles

One on one with…Lee Virgin

16-Oct-2017

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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Features

1UP: The new life of estate planning

04-Jul-2017

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

01-Jul-2017

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

08-Dec-2017

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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