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

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

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

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