In or out? SMSFs and the retirement income covenant
Institute of Financial Professionals Australia head of superannuation and financial services Natasha Panagis shares her views on whether the Retirement Incomes Covenant should apply to SMSFs.
Death and taxes
Accurium senior SMSF educator Anthony Cullen discusses some of the challenges that practitioners may encounter regarding death benefits.
SMSFs, tax cuts, caps and costs
Is 2024 the year of the contribution? With increased caps and the revised stage three tax cuts on the way, Sonas Wealth managing director Liam Shorte shares some of his tips and techniques for making the most of opportunities to make a contribution and consolidate savings in an SMSF.
A closer look at asset valuations
Peak Super Audits managing director Naomi Kewley details some of the challenges faced by SMSF auditors when obtaining and substantiating asset valuations
Future services deductions
SMSF Alliance principal David Busoli outlines the benefits of an often-overlooked, yet potentially substantial tax deduction.