MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....

Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

The debate about the selection of default funds in modern awards is most likely a "storm in a teacup", according to Independent Education Union general secretary John Que...

SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...

Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...

AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...

Super plays a critical role in a robust asset protection strategy – but it is not an impenetrable wall. By understanding the weaknesses, appropriate planning can be put i...

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...

Take the opportunity to diversify your revenue streams with retail insurance options on our leading FirstChoice and FirstWrap platforms. Providing avenues for growth, we ...

AMP SMSF's Philip LaGreca examines the pros and cons of using either corporate or individual SMSF trustees....

SMSFs are less likely to lose pension exemptions after the Australian Taxation Office announced it would not penalise trustees for making an "honest mistake"....