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

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

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the ...

The PBR (1052509195315) highlighted the stringent conditions that are placed on the definition of a close personal relationship. The ruling involved the beneficiary who was a parent of the deceased.

Bank hybrids have traditionally been favoured because of their enhanced income profile, and have played a key role in SMSF portfolios, leaving a significant gap as they disappear. Mark Wang, Colter ...

As regulatory scrutiny from the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) continues to increase, SMSF auditors are placing greater focus on the ...

Aaron Dunn, CEO of Smarter SMSF, said non-concessional contributions and, importantly, the provisions of the bring-forward ...