Superannuation must be detached from the short-term budget cycle and instead linked to a review and assessment process, such as the government’s Intergenerational Report, in order to minimise frequent changes to the system. SMSF Association head of policy Jordan George said enshrining the objectives of superannuation in legislation was an admiral goal, one which was […]

Treasurer Scott Morrison has announced that the government will provide the stability missing from the superannuation system and may lift concessional contribution caps in order to achieve flexibility in the system.

The Australian Securities and Investments Commission (ASIC) has issued a warning on accountants becoming licensed, with less than five months to go before the new regime commences.

The definition of an SMSF should be a straightforward concept, but a number of legal determinations and exceptions have clouded this picture, presenting potential issues for the fund, the trustee and the adviser.

SMSF practitioners can employ three key contribution strategies for clients aged 45 to 65 to get the most out of their super concessions in this life-cycle phase.

Implementing an investment philosophy is vital for consistent decision-making across advisers, staff and clients, in turn making the job of the practitioner much easier.

The University of Adelaide today announced it has teamed up with SMSF retirement specialist Accurium to launch Australia’s first SMSF retirement-specific course for SMSF practitioners. The one-day SMSF Retirement Essentials course will be offered in Adelaide as well as Brisbane, Melbourne and Sydney, with the inaugural course due to be held on 16 March in […]

Income bucketing strategies have proved effective for many SMSF trustees due to their ability to help retirees maintain a disciplined approach to investment while providing them with regular income payments.

Transferring property within an SMSF to the next generation upon the death of a member could be tackled in a number of ways, but required robust planning in order to avoid major issues.