A possible solution for lost or misplaced SMSF trust deeds could be to implement new governing rules via a carefully drafted deed of variation if the client can accept a degree of risk, according to a specialist SMSF law firm.

Our solutions have evolved and been enhanced to integrate with our intermediary clients’ businesses, helping them to improve efficiency and to better service their clients. With its first cash hub opening in 1981, Macquarie has spent more than 30 years servicing SMSF investors and their advisers and accountants. Considering all stakeholders has been vital to […]

SMSF trust deeds must be checked thoroughly for vesting dates as shorter perpetuity periods were not unheard of, according to an expert SMSF lawyer.

The draft legislation on limited recourse borrowing arrangements (LRBA) should be introduced into Parliament, as it provided much-needed clarity on which entity was responsible for income tax, according to Strategy Steps.

BT Investment Management (BTIM) is continuing to invest in its SMSF strategy via the private client and high net worth individual (HNWI) channels after experiencing early success.

Added diligence around timing and the name of the purchaser in relation to contracts of sale can save SMSF trustees and advisers from harrowing and costly stamp duty issues, a specialist law firm has said.

Accountants looking to apply for a limited Australian financial services licence are thinking twice about choosing a low-cost licensing option as they have acknowledged the need for additional support and guidance in relation to the transition into advice.

Further allocations into international equities by SMSFs are expected in 2015 with the help of exchange-traded funds (ETF), however, the rate of growth will be dependent upon global market conditions.