Almost three-quarters of SMSFs operate without a financial adviser, according to the latest Class Annual Benchmark Report, ...

A transition to retirement income stream (TRIS) may not have the tax advantages that it used to, but there are still several ...

The SMSF Association says the ATO’s long-awaited rulings on non-arm’s length income (LCR 2021/2) and contributions (TR 2010/1 ...

Legal advisers need to take caution if they are moving assets from parents to children if the former are still alive, a legal ...

The revised LCR 2021/2 will give accountants working in the SMSF sector more ”confidence”, a legal specialist says.

One of Australia’s peak superannuation bodies said the country’s retirement system needs a “rethink” to make it simpler for ...

Special Disability Trusts (SDTs) can be an important estate planning tool for families seeking to provide financial security ...

The long-awaited update to LCR 2021/2 says there has been no change to the “draconian” outcome if an SMSF has a non-arm’s length expenditure due to a specific expense shortfall. Lyn Formica, head of ...

Allowing couples to split their superannuation during their marriage has a number of positive aspects, a leading SMSF educator has said. Tim Miller, head of technical and education for Smarter SMSF, ...

Australians are retiring later due to cost-of-living pressures and the evolution of white-collar employment, according to ...