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

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

Tackling a lower tax threshold

22-May-2017

The changes to the superannuation system passed as law in November included a drop in the Division 293 income threshold. Chris Boag notes the strategic use of self-funding instalment warrants could offer some relief .. Read More

The double-edged sword

19-May-2017

Advising SMSF clients can be rewarding but also disastrous if not carried out properly. Grant Abbott details five crucial steps for advisers to follow to avoid the common pitfalls. I have just finished my latest .. Read More

Where to for defined benefit pensions?

19-May-2017

Having a defined benefit pension within an SMSF has been problematic for some time, but the introduction of the transfer balance cap means the situation is now even worse, writes Tim Miller. Do you have SMSF clie.. Read More

Seemed like a good idea at the time

03-Feb-2017

Many people consider undertaking a joint property development via their SMSFs. Michael Hallinan examines the intricacies of these ventures. It’s a common story: after a Sunday barbeque a group of four famil.. Read More

Opportunity knocks

03-Feb-2017

The proposed superannuation changes included in the 2016 federal budget and their implementation has presented some strategic opportunities for SMSF advisers and their clients. Graeme Colley outlines some areas membe.. Read More

Building a successful SMSF business

03-Feb-2017

While the SMSF sector continues to grow, providing opportunities for the provision of financial advice, there are very few specialist advisory practices servicing the market with significant scale. Grant Abbott outli.. Read More

Borrow, contribute or a bit both ways?

03-Feb-2017

With a further reduction in superannuation contributions caps handed down in the 2016 federal budget, Tim Miller assesses whether gearing strategies may now become more attractive. Will limited recourse borrowing.. Read More

Practical implications of the budget super changes

01-Nov-2016

The changes to the superannuation system handed down in this year’s federal budget have been the most significant for a long time. Michael Hallinan explains how the practical application of the new rules will w.. Read More

Video: Transfer balance caps

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

Video: Total super balance

What total super balance means for contributions..View more