Complying defined benefit pensions pose a wealth of issues for trustees and their advisers ranging from the transfer balance cap to estate planning issues, trapped reserves and the potential impacts o...
During the webinar we explored a strategy that reduces a key risk faced by SMSF trustees - sequencing risk. The strategy considers the trade-off between investing for long term growth and meeting shor...
With less than a month to go until 1 July 2017 we assume you have an understanding of the superannuation reforms and what is changing. In this webinar we will build on this assumed knowledge to highli...
SMSF Technical Services Manager, Melanie Dunn provides a high level overview of the 2017-18 Federal Budget, covering Superannuation, Social security, Aged Care, Small business and Tax.
Approaching 1 July 2017 there is much to understand around pension assets in SMSFs. This webinar explores the decisions Trustees need to make to apply the CGT relief and comply with the transfer balan...
Doug McBirnie and Melanie Dunn present the key findings in our latest research paper, SMSF Retirement Insights Volume 5 - Are trustees prepared for retirement. The paper, which was released in collabo...
What changes to superannuation will we see in the 2016-17 Budget? How will these changes affect your SMSF clients? Accurium will take the time to analyse the Budget proposals presented by the Treasure...
The need for quality advice in relation to aged care has never been greater which provides you with the opportunity to expand the service you offer to your clients and create new business opportunitie...
Senior Actuary, Doug McBirnie, shares his knowledge and expertise to enhance your understanding of defined benefit pensions and to help better service your clients. There are many questions regarding ...
Highlights from Accurium's major statistical release on SMSFs for the 2014 financial year well ahead of the ATO statistics, and an update on key changes to the SMSF landscape including new Age Pension...