SMSF specialist bedrock

30-Mar-2018

Grant Abbott explains what constitutes the cornerstone of being a specialist SMSF adviser.In 2000, I had an impulse I could teach financial planners and accountants to read, understand and apply the superannuation an.. Read More

SMSF specialist bedrock

30-Mar-2018

Grant Abbott explains what constitutes the cornerstone of being a specialist SMSF adviser.In 2000, I had an impulse I could teach financial planners and accountants to read, understand and apply the superannuation an.. Read More

Taking a fresh look

30-Mar-2018

The super reforms have significant consequences for estate planning in the immediate future. Peter Hogan details the areas requiring revision and new considerations. When providing estate planning advice to clien.. Read More

The new non-concessional landscape

30-Mar-2018

The ability to make non-concessional contributions is now inextricably linked to a member’s total super balance. Tim Miller explains how it all works. One of the most understated changes from 1 July 2017 is.. Read More

A potential longevity risk solution

30-Mar-2018

Longevity risk is something all superannuants face, but the new pension rules invoked from 1 July 2017 have offered up a new solution to this problem, Michael Hallinan reports. The issue of longevity risk and acc.. Read More

Dissecting the downsizer contribution

14-Feb-2018

The 2017 federal budget included an allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan details the rules around these unique contri.. Read More

Seize the opportunity

14-Feb-2018

The SMSF sector has long been recognised as one presenting numerous opportunities to practitioners to build a successful advice business. Grant Abbott takes a look at why many advisers have been unable to make this a.. Read More

Doing it for the kids

02-Feb-2018

Superannuation death benefits paid to children have different implications now in light of the change in the retirement savings laws. Daniel Butler and Philippa Briglia examine how child pensions now operate in conju.. Read More

The power of componentry

02-Feb-2018

SMSF balances are made up of taxable and non-taxable components. Understanding the workings of these elements can open the way to employ more prudent strategies, writes Tim Miller. As part of the 2007 reform to s.. 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