It doesn’t come as a surprise that some SMSF investors are tempted by overseas property investments. However, there are a number of compliance traps they must navigate, a...
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
SMSF succession planning requires careful planning and the submission of extensive documentation. Daniel Butler and Nathan Papson explore some of the aspects of this proc...
Recent data has found that the majority of self-managed super funds (SMSFs) employ an individual, rather than a corporate trustee. Daniel Butler and Nathan Papson argue t...
With the right planning, a smooth succession can be achieved in a SMSF with minimal costs and administrative hassles upon the death of a member....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...