The reduction in the number of financial advisers with significant industry experience is not the most worrying trend affecting the sector. ow.ly/LGUw50Rz9E3

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

SMSF practitioners must carefully examine and scrutinise deeds that are designed with built-in features, as these could potentially complicate estate planning matters for the fund. ow.ly/U7px50Rz9zU

#SMSF #financialplanning #financialservices #superannuation #smsmagazine

Levels of insurance cover for SMSF members are likely being clouded by the ageing demographic of members and the use of policies held outside the fund. ow.ly/mSP650Rz9xN

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

Trustees and advisers need to consider the implications of having 30 June 2024 fall on a Sunday with regard to contributions and pension obligations. ow.ly/LPMj50Rz9vO

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/eAyT50Rx1yY

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation

We are delighted to have The Institute of Financial Professionals Australia as a proud sponsor of #SMSFPD . 🎉

With over 100 years of dedicated service, IFPA stands as the association of choice for tax, superannuation, and financial advice professionals, especially those in the SME sector.

Don't miss the opportunity to…

The SMSF Association has labelled its time at a Senate inquiry into the proposed Division 296 tax as disappointing with limited time to address problems with the draft legislation. ow.ly/Eygy50Rx1AO

#SMSF #financialplanning #smstrusteenews #smsfinvestors

📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/IUfM50RvrNw

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation

NEW VIDEO RELEASE! Death and taxes

Accurium senior SMSF educator Anthony Cullen discusses some of the challenges that practitioners may encounter regarding death benefits.

Anthony will be sharing further insights on this topic at SMSF Professionals Day 2024. Don’t miss out on…

From The Editor: The treatment of SMSF legacy pensions in the proposed Division 296 tax raises more questions than it answers, contributing to the overall complexity of the tax measure. ow.ly/cVV350Rx1vB

Editor: Darin Tyson-Chan

#SMSF #trustees #financialplanning