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An adviser’s role is to help clients comply with the superannuation legislation as well as the decision making of the fund. The aging demographics of SMSF trustees means that there is a higher risk that the trustees and the trustee structure become inadequate and leads to immovable compliance issues.
As an adviser you need to identify situations where the trustees are experiencing difficulties and understand what is required to undertake corrective action.
This webinar will cover incapacity of trustees, death of members and trustees as well as the appropriate structures that work in various situations.
This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.
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The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.
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Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.
By Philip La Greca