News

Waiting for indexation may not be optimal

February 23, 2023

Waiting until 1 July 2023 to commence an SMSF pension for the first time due to indexation may not be the most beneficial strategy for members.

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Estate Planning

Unchecked EPOAs dangerous to clients

February 23, 2023

Jason Spits

Advisers should check the status of their clients enduring power of attorney as failures cannot be addressed after they have lost capacity.

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Superannuation

SMSFA rejects super balance cap

February 22, 2023

Darin Tyson-Chan

The SMSF Association will not support the proposal to introduce a limit on the asset balance an individual can hold within their superannuation fund.

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NALI/NALE

Simple NALE fix exists in SIS Act

February 22, 2023

Jason Spits

The government’s NALE solution addresses a problem that no longer exists and could be easily fixed by an amendment to the SIS Act.

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SMSF

SMSFs the industry leader

February 22, 2023

Darin Tyson-Chan

The SMSF sector should receive more recognition for the innovation it provides to the superannuation industry as a whole.

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SMSFA, Superannuation

Association rallies members on super objective

February 22, 2023

Jason Spits

SMSF Association members have been called on to put forward their views regarding the proposed objective of superannuation before the industry body meets with government next month.

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NALI/NALE

NALE tax penalty creates precedent

February 22, 2023

Jason Spits

The proposed method to address breaches of the NALE provisions with very high taxes is too excessive and would create a new precedent for tax penalties.

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Documentation, Retirement