Pension documentation should not be forgotten in SMSF planning: expert
Correct pension documentation is equally important as death benefit nomination in an SMSF, says a financial expert.
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Correct pension documentation is equally important as death benefit nomination in an SMSF, says a financial expert.
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A senior ombudsman from AFCA has cautioned advisers to “tread with caution” when applying the wholesale test to SMSFs.
The JAWG has said there is still time to fix the first QAR bill – but the government needs to move swiftly.
The recent ATO communication about SMSF valuation compliance should be viewed as a warning that the regulator will be looking more closely ...
Another private binding ruling has been issued, clarifying the distinction between a member benefit and a death benefit.
If an SMSF is notified of penalties for contraventions, it’s best practice to go straight to the ATO’s law administration practice statement ...
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