It is one of the most contentious issues for members of a SMSF when it comes to the payment of a super income stream and their estate planning wishes – in the event of death, what document will take precedent? An auto-reversionary pension or binding death benefit nomination (BDBN)? Well, the answer ultimately depends upon…
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We know as practitioners that time is everything… Therefore, in your busy working schedule, it is important that when delivering outcomes for your SMSF clients, you need to feel confident that you can rely upon real expertise that provides you with an up-to-date and compliant solution, ensuring that you are implementing best-practice outcomes for your…
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Are you frustrated in trying to keep on top of an increasingly ever-changing technical and regulatory environment? A “What don’t I know about what I don’t know” kind of feeling…? Which stage do you think you are in currently with regard to your training and development: Unconscious incompetence I do not understand or know how…
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Having built up a substantial amount of content over the years of providing continuing professional development or CPD training and support to thousands of professionals working within the SMSF sector, the team at Smarter SMSF has a significant amount of content including checklists, workbooks, flow charts and more for our members to access to keep…
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The 2019 SMSF Annual Return (SAR) sees a few changes impacted by legislative reforms, along with the ability to capture further information for the Regulator about various fund investments. In this blog post, we explore what these changes are, the reasons behind them and what you need to know. Part A Qualification The biggest…
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