Tony Negline has worked in financial services for over 26 years and has been heavily involved in self-managed super funds since mid-1994. He writes about SMSF matters for a wide range of audiences including accountants, auditors, financial advisers and SMSF trustees. Since March 2004, he has written a weekly financial services and superannuation...View more >
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The latest budget changes will hit high-income earners therefore superannuants will have to adjust their plans.
The ATO has provided greater clarity around the definition of arm’s length borrowing but trustees need to remain cautious.
A recent legal case highlights the traps faced when survivors of an estate tried to claim the deceased’s superannuation.
Trustees need to be wary when using their SMSFs in business success planning.
Adopting these four super strategies now can help you avoid potential government changes to super.
SMSF trustees need to understand both the benefits and pitfalls when looking at insurance in-or-out of superannuation.