A recent NSW court case has questioned whether assets retained via an SMSF are still subject to attack when the estate is ...

Confusion over SMSF wholesale classification thresholds and advice for low-balance clients to establish SMSFs were ongoing ...

More Australians are planning on working past 65 for either social or financial reasons, according to new research from the ...

The High Court in Hill v Zuda held that ‘reg 6.17A has no application to an SMSF.’ Accordingly, SMSF deeds have a great deal ...

The SMSF Association said it is concerned about the impact of the proposed amendments to denying deductions for the general ...

There are still many SMSF trustees and professionals who lack understanding of how the proposed Division 296 will work, says ...

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide ...

A lump sum withdrawal from a superannuation account shortly before the death of a member but received days after death is ...

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, ...

Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with the goals ...

The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.

The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not ...