Now claiming something is the best is a big call, particularly in the SMSF industry which is currently in excess of $800B, but we stake our claim thanks to the following five reasons: 1. It’s Original The majority of deeds […]
The introduction of the Financial Services Reform Act in 2001 heralded a new era of financial advice reforms that, whether by design or otherwise, included a member’s superannuation interest as a “financial product”. For large superannuation funds that makes sense […]
Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as well as industry super funds. If payments go to a spouse they are tax-free but what […]
Want to boost overseas investment into Australia and increase tax revenue at the same time then – “Why not let non-residents invest in SMSFs provided a certain proportion of their investments are situated in Australia” There is no doubt that […]
1. SMSFs are all about Innovation SMSFs have always been about innovation. They started with innovation by the government of the day to provide a small, choice environment for small business and family to aggregate and pool their superannuation wealth. […]
It’s coming up to 30 June and we are all so busy working crazy hours on client issues but relief is around the corner. It’s Accountants and Planners NYE on 30 June so it will be time to grab a […]
It is not and has never been the case that in all circumstances that all members of a SMSF must be trustees or directors of the corporate trustee of the Fund. This is crucial for members who have lost capacity, […]