Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
Recent Commentary
Is a TRIS a good thing once the new rules start?
Despite the new super rules coming into effect from 1 July 2017, a TRIS still provides many advantages. Here’s what you need to know.
The TRIS trap – don’t get caught
The rules around the transition to retirement income stream could change next year. Don’t leave it to the last minute to understand the changes.Read this now.
Investment strategy and serving the sole purpose test
To avoid any compliance pitfalls, trustees need to understand the two arms of the sole purpose test.
Close relations: risk and return and what it means for SMSFs
Ensuring a good balance between risk and return goes beyond the investments in a fund.
Durability of income streams and longevity of members
What you are after in retirement is a durable income stream, which will last you till the day you die.
Everything you need to know about anti-detriment payments
It might sound like gobbledygook but in some circumstances, if you have sufficient reserves in your fund, your spouse might end up being better off if you fall off your perch.