Showing 1 to 10 of 16 articles: STUART SHEARY | FRIDAY, 3 MAY 2024 This paper outlines some of the essential aspects to help effectively navigate the process of making personal deductible contributions (PDCs) into superannuation funds. Read more SHELLEY BANTON | FRIDAY, 2 FEB 2024 While it might appear straightforward, attention to detail is the key to owning SMSF assets. With Regulation 4.09A of the Superannuation Industry (Supervision) Regulations 1994 now one of the most reported breaches to the Australian Taxation Office ... Read more CATHERINE NUFER-BARR , REBECCA EDWARDS | FRIDAY, 22 SEP 2023 In this paper the current requirements for the SMSF residency test will be explored. Read more HAYLEY CONDON | FRIDAY, 11 AUG 2023 Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more GRAEME COLLEY | FRIDAY, 26 MAY 2023 One of the main reasons to have a self-managed superannuation fund (SMSF) is the flexibility it provides with investments. Read more ANGELA HARRY | FRIDAY, 31 MAR 2023 When setting up a self-managed superannuation fund (SMSF), the focus is usually on how to best structure the fund's investments in a tax-effective manner to maximise the benefits for retirement. Read more MEG HEFFRON | FRIDAY, 10 MAR 2023 In 2021, some important changes were made to the rules governing how self-managed superannuation funds (SMSFs) paying retirement phase pensions calculate the amount of their investment income that is exempt from taxation - known as their exempt current ... Read more GRAEME COLLEY | FRIDAY, 18 NOV 2022 This paper covers the role trustees play in paying superannuation death benefits on a member's death. Read more CRAIG LEONARD | FRIDAY, 16 SEP 2022 With the property market cooling, the stock market dropping, 'crypto' imploding, and the Australian dollar losing ground against the US dollar, it is no surprise that people are looking elsewhere for some type of investment return to grow wealth. Read more PHILIP LA GRECA | FRIDAY, 26 AUG 2022 If a tree falls in a forest and nobody hears it, did it really fall? or if a trustee makes a decision and does not write it down, did it really happen? Read more |
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Cover Story
The super, super fund
DEANNE STEWART
CHIEF EXECUTIVE OFFICER
AWARE SUPER
CHIEF EXECUTIVE OFFICER
AWARE SUPER
Aware Super has marked its expansion into Europe with the grand opening of its London office.