According to the latest Retirement Standard Report from the Association of Superannuation Funds of Australia, the super balance needed at 67 for homeowners to fund a comfortable retirement in ...

The Retirement Reporting Framework and Best Practice Principles for Superannuation Retirement Income Solutions were designed to “uplift the retirement phase of superannuation”. Treasury states the ...

Fabian Busoletti told delegates at last week’s SMSF Association national conference what is known is that SMSF trustees are ...

Katie Timms, partner with RSM, said the choice to use either a trust or an SMSF now is highly strategic and depends on wealth ...

Bryce Figot, special counsel for DBA Lawyers, said there are several key considerations when deciding whether an SMSF pension ...

Alexandra Sidoti, senior ombudsman with the Australian Financial Complaints Authority, said it is “a bit of a funny space around these” because sometimes it is not clear to see the conduct or it is ...

In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, ...

The regulator said if a trustee chooses to establish an SMSF with individual trustees the fund can have up to six members, each of which must be not just a trustee but a member of the fund.

Michael Hallinan, special counsel for SUPERCentral, said the four problems include no LRBA documents, incomplete documentation, incorrectly drafted documents and documents signed in the wrong order.

BGL is investing in tools to help clients understand and explain how Div 296 may apply, without treating outcomes as definitive or replacing professional judgement. Jeevan Tokhi, BGL chief product ...