“Of course, you can’t buy anything from a partnership; you buy it from the partners. So, we’ve got two totally separate ...

Liam Shorte, Director of SONAS Wealth, said at the SMSF Adviser Technical Strategy Day that one of the biggest problems with ...

On 6 November 2025, ASIC released Report 824 Review of SMSF establishment advice (REP 824). The review involved surveillance ...

Reed said there is a time in every SMSF trustee’s life where they need to exit their fund, and one of the elements in this decision that should be considered is how much income they can still earn ...

With the death tax by stealth, being the changes to the testamentary trust regime, the marketing strategists may have slightly misread the situation. Every Australian adult should write and sign a ...

Additionally, Self Managed Superannuation Funds Ruling SMSFR 2009/2 and updated Practical Compliance Guideline PCG 2016/5 updates reflect changes to limited recourse borrowing arrangement rules.  Lyn ...

In its 2026 Report, the CSLR revealed it paid compensation for 1,184 claims across 24 different financial firms in which common themes emerged. These included that the advice given was not in the ...

There are several things which a fund must have in place to ensure it has SIS compliance in derivative trading, Banton said, ...

“The whole transaction took place because the family trust also had an investment in another company and it had a significant ...

Hallinan said if the reversionary beneficiary pre-deceases the member one of the first things to consider is whether the ...

Many trustee companies are special purpose companies established solely to act as trustee of a regulated superannuation fund.