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SMSF succession planning part 1 – getting started
Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.
20 Years of Silicon Valley Trends: 2004 – 2024 Insights
Check out the 20 years of Silicon Valley Trends
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
Be clear on TBA pension impact
The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
Leaving super to an estate makes more tax sense, says expert
It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
Caregiving can have a retirement sting
Around 3 million Australians are unpaid caregivers. Most face a super risk.
Investment and economic outlook, October 2024
The latest forecasts for investment returns and region-by-region economic outlook.
The biggest assets growth areas for SMSFs
What five years’ worth of SMSF asset allocation data reveals.
Compliance documents crucial for SMSFs
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.