The need for aged care advice is increasing with Australia’s ageing population providing more opportunities for advisers to expand their service offer into this market. Recent reforms by the Governmen...
During the webinar Melanie explained the key changes to the administration of SMSFs in retirement phase and highlighted what you need to be aware of when applying for actuarial certificates going forw...
During the webinar Melanie explained the key measures from the Budget impacting your retired or retiring clients. She also discussed a couple of outstanding superannuation reform issues on which we ha...
With the dust settling on the super reform changes implemented at 1 July, this webinar will explain the key changes you need to be aware of when completing the SMSF 2016-17 tax return and the impact o...
At the SMSF Association National Conference in Feb 2018 we presented a session which looks at a new framework for thinking about retirement income for SMSF retirees. The government has been consulting...
A key risk faced by SMSF retirees is sequencing risk as the order and timing of investment returns can have a significant impact on account balances. This risk is attributed to the regular cashflow th...
Accurium's General Manager, Doug McBirnie, will present the findings of Accurium’s latest research into financial the health of the SMSF sector. The paper looks at the performance of SMSFs over ...
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...