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
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
General / Monday, February 8th, 2021

Account Based Pensions are simple, right?

by Duc Hong

Duc Hong