Insights

Profiles

One on one with…Monica Rule

Monica Rule headshot

Monica Rule talks about her journey from public servant to SMSF specialist after resigned from her executive position at the ATO.

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Profiles

One on one with…Shirley Schaefer

Shirley Schaefer headshot

Starting in fund audits in 1994, the growing work for regulated super funds resulted in BDO Australia superannuation partner Shirley Schaefer establishing a specialist division. She reveals to Krystine Lumanta why estate planning has abruptly become a greater focus for her and why the shift to real-time reporting is a top SMSF industry challenge.

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Last Word

Summarising the Aussiegolfa case and what it means for SMSFs

The case of Aussiegolfa Pty Ltd (Trustee) v Commissioner of Taxation has been a hot topic of discussion for close to 12 months now. There seem to be differing opinions in the industry on whether the recent findings handed down on the 10 August 2018 provide a point of clarity or not. Here’s a quick […]

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From the Editor

R-E-S-P-E-C-T

Despite how far SMSFs have developed, it was disappointing to see how far some of our elected officials and other industry heavyweights are lagging behind the sector.

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Profiles

One on one with…Natasha Panagis

Technical expert Natasha Panagis joined AIA Australia this April to help advisers with technical training and strategy support.

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Profiles

One on one with…Brian Hor

Townsends Business and Corporate Lawyers special counsel Brian Hor recognised the importance of estate planning early in his SMSF-related career.

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Features

New kids on the block

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Almost half the winners at the sixth annual SMSF Service Provider Awards were fresh award recipients compared to last year, highlighting a competitive market and shifting preferences from SMSF trustees.

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Profiles

One on one with…Melanie Dunn

Accurium SMSF and retirement income technical services manager Melanie Dunn’s aptitude in mathematics and her thirst for a challenge led to her pursuing actuarial studies, which in turn led her to the world of SMSFs

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From the Editor

The talk of the town

If you have been following the news concerning the SMSF sector recently, you’ll be aware the case of Aussiegolfa Pty Ltd v Commissioner of Taxation has been dominating the headlines.

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From the Editor

The talk of the town

The Aussiegolfa Pty Ltd v Commissioner of Taxation has been dominating the headlines becoming a household name in the SMSF world.

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