Avoid SMSFs if you feel pressured by sales tactics, spot opaque structures, hear illegal early...

Potentially – it will depend on whether or not your client controls the company but even then...

When an SMSF owns property under a limited recourse borrowing arrangement (LRBA), it’s easy to get...

If a super split happens after the operative time, the amount the receiving spouse gets is...

An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase...

Preparing the accounts of an SMSF after a pensioner’s death, when their pension didn’t continue,...

A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude...

A fund’s status has changed to “regulation details removed” on Super Fund Lookup. Why has this...

I was recently asked about a death benefit for a member who died in May. The fund and member...

Latest ATO figures show that over 30% of SMSF trustees are over 70. Inevitably, as we age, we all...

My client is in their 40s and has accessed their superannuation due to being permanently...

My client’s SMSF purchased a property via an LRBA in March 2023 by borrowing from a related party....