Advisers need to take into account several factors when contemplating servicing a new SMSF client. Michael Hallinan looks at a dozen important issues for practitioners to assess in these situations. When taking on a new SMSF client, should an adviser first undertake an engagement audit of the fund? If so, why? And if such an […]

Complicated related-party limited recourse borrowing arrangements (LRBA) that require multiple fixes to comply with the ATO’s new practical compliance guideline (PCG) may not necessarily be able to simply wind up the fund as a solution.

The SMSF Association has predicted four potential changes affecting SMSFs in next week’s federal budget.

The SMSF Association has partnered with the University of Adelaide to offer a graduate-level SMSF qualification to specialists across various professional disciplines.

A common fear for retirees is running out of money, whether it’s due to the rising cost of living, market movements impacting on savings or outliving their savings.