Advisers reviewing SMSF actuarial certificate requirements at a meeting table.
News / Thursday, June 5th, 2025

When Is an Actuarial Certificate Required for and SMSF?

Alex clarifies when to use an Actuarial Certificate and when you aren’t expected to.

Alex Polorotoff
Pensions / Sunday, May 22nd, 2022

Should I take my super out as a lump sum?

You may get approached regularly by clients when they have reached their preservation age, on what to do with the […]

Duc Hong
General / Sunday, May 1st, 2022

Segregated or Proportionate methods for Calculating ECPI?

A bill was passed recently that contains changes to a number of different superannuation measures, including amendments to: The work […]

Alicia Thomson
smsf sole purpose test
News / Friday, January 21st, 2022

What Is the SMSF Sole Purpose Test?

The SMSF sole purpose test (SPT) is a principle central to the operation of a self-managed superannuation fund and must […]

Mark Phillips
News / Monday, May 3rd, 2021

Solutions for meeting minimums with illiquid fund assets

Alicia provides solutions for the growing issue of property in super and dealing with minimum pension payments

Alicia Thomson
Estate Planning / Monday, March 1st, 2021

Death and Transfer Balance Caps

Mark Phillips
General / Monday, February 8th, 2021

How will indexation of the TBC impact your client?

by Alex Polorotoff

Alex Polorotoff