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With Division 296 now part of the super landscape, many advisers are revisiting long-standing estate planning arrangements and asking whether clients should remove their spouse as a reversionary...
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Division 296 actuarial certificates drive how an SMSF’s Division 296 earnings should be divided between the various member accounts. The allocation is generally based on each account’s average value...
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Downsizer contributions offer a valuable opportunity to top up super later in life but it's important to get them right.
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