Look for the red flags that signal unscrupulous advice
While the ATO is watching for signs of illegal early access to superannuation, SMSF trustees should also be on the lookout for red flags, a leading adviser said.
Financial Planning
Magnificent Seven: More diverse than they may appear
The Magnificent Seven are more diverse businesses than their shared label suggests
Can I access my super early?
Many older Australians are understandably eager to access their superannuation, but strict rules apply
7 simple steps to get on the investment ladder
Entering the world of investing can be a life-changer for people of all ages. Here are seven simple steps for beginners to start their wealth journey.
SMSF commercial property owners and Div 296 ‘misconceptions’
There are three misconceptions among business owners with SMSF commercial property, a finance expert said
Rise in SMSF inflows indicate more people are moving into the sector
Inflows to SMSFs have almost quadrupled over the past five years and experts warn this trend warrants monitoring as it may signal shifting member preferences toward greater control.
View Division 296 as two-stage event
SMSF practitioners should view the pending Division 296 tax as rolling out in two stages, leading to two similar but different sets of rules in its first few years of operation, an SMSF sector specialist has noted.
Know the difference between death benefit pension and normal pension or pay the price
It’s vital to know what is and what is not a death benefit pension because the consequences of not paying the minimum pension payment on the wrong one could have dire consequences, a leading adviser said.
SMSF trustees acting badly – further disqualification cases
Several recent court decisions highlight the expectations of SMSF trustees in regard to legislative obligations.
In turbulent times, stick to your long-term wealth strategy
Why investors are urged to resist impulsive decisions in turbulent times