News & Articles

by Duc Hong SMSF trustees are not required by law to take out life insurance cover for members. They must however, consider the insurance needs of each member when preparing their investment strategy. The factors that the trustees should...

by Abra Chowdhury The end of the financial year is the perfect time to review your clients’ super to ensure they are taking advantage of every opportunity to maximise their retirement savings. There are a number of opportunities to...

by Alex Polorotoff The Federal Budget last week provided some welcome changes to the superannuation system.  Here, we’ll briefly outline the key superannuation proposals and how they might impact your SMSF clients. It must be noted...

by Alex Polorotoff There still seems to be some confusion around when actuarial certificates are required and whether the fund is using the segregated method or proportionate method. In this article, we hope to clearly explain this and...

by Alicia Thomson Recently, one of our readers contacted us with an interesting scenario, which is likely to become increasingly common. With many SMSF’s having been set up predominantly to purchase a single residential property, the...