SMSF Adviser - News for Australian SMSF professionals
SMSF Adviser keeps specialists up-to-date with compliance, regulatory and legal developments while arming them with the knowledge and insight.
How SMSFs can take advantage of a ‘potentially huge’ deduction
3 days ago · “The size of the deduction depends on a number of factors but could easily be in excess of $500,000 in this case.” Noting that the deduction is also known as the Future Liability deduction, he said the benefit can be paid as a pension, lump sum or combination and can be used to offset current and future SMSF income tax liabilities.
Insurance and SMSFs – part 2 - SMSF Adviser
2 days ago · Rather than claiming the tax deduction for the insurance premiums in the relevant financial year, the SMSF instead claims a deduction for the bring-forward of future years’ deductions on premiums that would have been paid providing insurance cover to the member up to retirement age (in the case of this strategy, retirement age is considered 65).
What’s on the cards for 2025? - SMSF Adviser
I think potential changes should be targeted at implementing policy measures that have been outstanding for some time. For example, the mooted amendments to the residency rules, first announced in the 2021–22 federal budget, would relax the residency requirements for SMSFs by extending the central control and management test safe harbour from two to five years, and remove the active member test.
Legacy pension opportunity - SMSF Adviser
Jan 10, 2025 · New legacy pension regulations, applying from 7 December 2024, are now in force. They affect lifetime complying, life expectancy and market-linked pensions, reserve accounts and, by extension, flexi pensions. Essentially the new rules provide elegant solutions for two problem scenarios. Legacy ...
Growth Strategies for SMSF Professionals - SMSF Adviser
Jan 11, 2025 · 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.
Latest Australian SMSF News - SMSF Adviser
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.
About SMSF Adviser
Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.. SMSF Adviser has been created to enhance the capabilities of SMSF professionals – equipping them with the tools, techniques, knowledge and strategies to better service their SMSF ...
How to get the most out of SMSF investment opportunities and …
Using a multi-asset portfolio, with an experienced professional managing asset collection and manager selection, is an effective strategy. Their role would be determining which asset classes, such as shares versus bonds, or even sub-asset classes like US small companies versus large companies, are expected to deliver the best returns.
Feature Articles - SMSF Adviser
Feb 26, 2024 · Read the feature articles published in the SMSF Adviser monthly print magazine.