SMSF Adviser - News for Australian SMSF professionals
WEBUnpacking the data – what’s happening in the SMSF sector from a statistical standpoint. September 25 2024. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on ...
Commuting legacy pensions and new regulations - SMSF Adviser
WEB18 hours ago · A. A. It’s important to distinguish between the rules around legacy pensions and the ability to commute them with the introduction of the new regulations, says a leading technical adviser. Tim Miller, head of technical and education for Smarter SMSF, said certain rules around the five-year amnesty were introduced with the new legislation as ...
Trust in advisers at all-time high: report - SMSF Adviser
WEB20 hours ago · A. Trust in financial advisers is at an all-time high, according to a new report from the Financial Advice Association Australia. The report, the Value of Advice Index, shows that 94 per cent of clients trust their adviser to act in their best interests, with 93 per cent saying their adviser has helped them manage financial risks in their life.
Latest Australian SMSF News - SMSF Adviser
WEBSep 27, 2024 · News. SMSF Adviser keeps the SMSF sector up to date with the latest and breaking news, and is the authoritative source of information for legal, compliance and regulatory updates. SMSF Adviser’s news caters to all professionals in the SMSF sector, including accountants, financial planners and auditors.
SMSFs turning to gold as wealth preservation tool - SMSF Adviser
WEB1 day ago · A. SMSFs are turning towards gold and other precious metals as a more stable wealth preservation asset than traditional bonds, says an expert. Ruth London, national sales manager for Gold Bullion Australia, said on the latest SMSF Adviser webcast that there has been a shift in the industry over the past few …
Utilising recontribution strategies to the children’s advantage
WEB18 hours ago · Meg Heffron, director of Heffron, said recontributions used to be about helping clients pay less tax when superannuation was taxable, but it is now the go-to strategy to ensure children who are set to inherit will be better off regarding the tax they may have to pay. “Essentially, we’re taking money out and then putting it back in to get a ...
Growth Strategies for SMSF Professionals - SMSF Adviser
WEB2 days ago · Strategy. Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Weighing up the pros and cons of including SMSFs under RIC
WEB2 days ago · During her session at the SMSF Adviser Technical Strategy Day 2024, Steed will unpack the pros and cons of potentially including SMSFs in the RIC, and offer practical strategies on how members could protect themselves against longevity risk while aligning their investment strategies with retirement income objectives.
Education - SMSF Adviser
WEBAug 22, 2024 · Education. Education and professional development is a fundamental component of providing your clients with quality advice, and standing out as a specialist in the market. SMSF Adviser brings you exclusive access to educational content to help you stay at the top of your game.
Preparing your SMSF for the end of financial year
WEBMay 30, 2024 · 90-94. 11%. 95 or more. 14%. It is important to keep in mind that the COVID-19 relief measures announced by the government in March 2020 have now ended, and we have returned to the standard drawdown rates for the 2023–24 financial year. This means your minimum withdrawal required before …