TRUSTEE
Superannuation
Nick Ali from Super Concepts outlines the strategy for creating a greater tax-free component of the TPD benefit by rolling it to a SMSF then commencing an income stream....
Financial planning
The Australian Prudential Regulation Authority has accepted enforceable undertakings from former Trio Capital directors Rex Philpott and David Andrews....
Financial planning
The Australian Prudential Regulation Authority has accepted enforceable undertakings from former Trio Capital directors Rex Philpott and David Andrews....
Superannuation
SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...
Superannuation
ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....
Editorial
While a reflex action to terminal illness might be to claim superannuation immediately, Sarina Raffo examines a better strategy for dealing with a worst-case scenario. ...
Superannuation
Martin Breckon explains when repairs to property acquired in a SMSF using a limited recourse borrowing arrangement could be considered improvements, and the implications ...
Superannuation
SMSF service providers may be increasing their range of offerings, but the trustee demographic remains largely unchanged....
Superannuation
The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...
Editorial
While it is clearly not high on the current Federal Government’s agenda, at some point it will need to revisit legislation covering the operation of superannuation funds ...
Financial planning
The corporate regulator has finalised proceedings in the Supreme Court of New South Wales against property development company Great Northern Developments Pty Ltd (Great ...
Superannuation
SMSFs may offer some additional flexibility in pension phase during volatile times....
Life/Risk
An insurance company has come up with an offering designed to fund challenges to ATO excess contributions assessments....
Superannuation
SMSF trustees assumed to be better in volatile times due to higher cash allocations and greater flexibility....
Superannuation
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...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...