Death benefits and the new way

16-Oct-2017

The introduction of the $1.6 million transfer balance cap from 1 July will have a dramatic impact on the amount some people can have in retirement phase. It also means anyone providing advice on super may need to exp.. Read More

Death benefits and the new way

16-Oct-2017

The introduction of the $1.6 million transfer balance cap from 1 July will have a dramatic impact on the amount some people can have in retirement phase. It also means anyone providing advice on super may need to exp.. Read More

Complications with death

16-Oct-2017

Grant Abbott examines some of the troublesome situations that can arise upon the passing of an SMSF member. I guess by now any professional dealing with an SMSF has had a client die. It happens and will continue .. Read More

TRIS – the end or a new beginning?

16-Oct-2017

The super reforms have changed the treatment of transition-to-retirement income streams. Tim Miller looks at the potential positive and negative effects of the new rules. Transition-to-retirement income streams (.. Read More

A process with new-found significance

16-Oct-2017

The valuation of assets has become more important with the introduction of a range of new superannuation balance limits. Liz Westover takes a look at some of the different valuation obligations and methods, along wit.. Read More

Death benefit anomaly

04-Jul-2017

There is widespread belief certain death benefits have to be exited from the superannuation system under the new legislation to take effect from 1 July. Jemma Sanderson writes this may not be the case. There is a.. Read More

A new strategic revolution

04-Jul-2017

The super reforms have paved the way for an exciting new era for advisers providing innovative strategies for their clients, writes Grant Abbott. The new laws change the SMSF game If you know me, you know my foc.. Read More

Partial commutation implications

04-Jul-2017

The treatment of account-based pension partial commutations in relation to prescribed yearly minimum income stream payments is an area advisers should revisit in light of the new superannuation legislation, write Dan.. Read More

Maximising the benefits of insurance

03-Jul-2017

The new super rules have advisers questioning if it is still prudent to hold insurance inside an SMSF. Tim Miller analyses some advantages of such a strategy that make it worthy of consideration. We all know SMS.. Read More

What’s in a TRIS

22-May-2017

The effect of the new superannuation legislation on transition-to-retirement income streams is more significant than first thought. Daniel Butler and Gary Chau analyse what the framework changes mean for these strate.. Read More

Estate planning’s silent killer

22-May-2017

The best-laid SMSF estate plans can unravel if the courts invoke the notional estate mechanism. Caroline Harley examines a recent legal case highlighting this set of circumstances. We all know wills can be chall.. Read More

Video: Fractional property investment

A different avenue to access residential properties...View more

Video: Transfer balance caps

We discuss the angst, uncertainly and confusion..View more