A key theme in the paper from KeyInvest is the increasing importance of asset location, as marginal tax outcomes within ...

Nadine Connell, co-founder of Smart Business Plans, told SMSF Adviser that most common by a wide margin is that clients ...

Daniel Butler, director of DBA Lawyers, said TD 2024/7 confirms that individuals seeking advice in respect of SISA might be ...

That’s because sometimes excess concessional contributions end up also being treated as non-concessional contributions. If ...

Richard Chesworth, head of specialised distribution for Bluestone, said one of the more prevalent issues when SMSF trustees ...

The regulator has reminded SMSF auditors that if they identify a disqualified person, they need to qualify Part B of the ...

The awards celebrate achievements across the full spectrum of the sector – including superannuation, financial advice, SMSFs, ...

Melanie Dunn, principal and senior actuary for Accurium, speaking at the SMSF Association annual conference in February, said ...

Bank hybrids have traditionally been favoured because of their enhanced income profile, and have played a key role in SMSF ...

Shaun Backhaus, lawyer with DBA Lawyers, said advisers need to consider what strategies to undertake for clients with MLPs in ...

While scrutiny is appropriate, the characterisation of the sector as “lawless” or inherently risky does not reflect how SMSFs ...

The SMSF Association said while it strongly supports the objective of the financial advice education reforms, it is equally ...