News & Articles

When to Review SMSF Estate Plans and Death Benefit Nominations: A Guide for Advisers Superannuation is often a client's largest asset outside their home. Yet too often, death benefit nominations are left to lapse, misunderstood, or...

Managing SMSF Death Benefits to Avoid Conflict Payment of superannuation death benefits is one of the most sensitive and legally complex aspects of estate planning. For SMSF advisers, it’s also one of the most common sources of...

SMSF Collectables & Personal-Use Assets: What Advisers Must Know As an expert in SMSF compliance and audit, we understand the challenges accountants and financial advisers face in helping trustee clients navigate the complex...

SMSF Audit Preparation: A Guide for Accountants and Advisers Clear audit preparation makes SMSF compliance faster and less stressful. Audit season can present a host of challenges, from gathering documentation to meeting the latest...

SMSF and First Home Super Saver Scheme: What Accountants and Advisers Must Know Advising on the First Home Super Saver (FHSS) scheme takes more than technical knowledge. It also means helping clients understand what the rules surrounding...