New super guarantee laws can push high-income clients over their annual contribution cap, a leading technical consultant has ...

A recent case in the Queensland Supreme Court shows that although a claimant who has suffered investment loss could take ...

It could be advantageous for clients to hold off commencing an income stream due to the indexation of the general transfer ...

Not surprisingly, we’ve seen a large increase in the number of members with market linked pensions looking to wind them up.

There are two options to consider if a member has excess concessional contributions, a leading technical specialist has said.

The case of Hill v Zuda Pty Ltd [2022] HCA 21 cemented in law the importance of the trust deed in SMSFs, a leading legal ...

The Financial Services and Credit Panel has made a written order to a relevant provider after they gave advice regarding ...

When a member is considering starting a pension, it is important that SMSF trustees revisit their investment strategy, a ...

Taxing unrealised gains will change the way Australians invest, an industry executive has warned, as it would reduce the incentive to hold illiquid or high-risk assets. Jamie Green, executive chairman ...

Amendments should be made to the DBFO draft bill to allow advice providers to “nudge” SMSF clients, an industry association has said. The Stockbrokers and Investment Advisers Association (SIAA) says ...

For a myriad of structuring issues, one issue that appears to be raised more regularly is whether it is possible to convert a family discretionary trust into a fixed trust.