Katie Timms, partner with RSM, said the choice to use either a trust or an SMSF now is highly strategic and depends on wealth ...

Bryce Figot, special counsel for DBA Lawyers, said there are several key considerations when deciding whether an SMSF pension ...

Alexandra Sidoti, senior ombudsman with the Australian Financial Complaints Authority, said it is “a bit of a funny space around these” because sometimes it is not clear to see the conduct or it is ...

In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, ...

The regulator said if a trustee chooses to establish an SMSF with individual trustees the fund can have up to six members, each of which must be not just a trustee but a member of the fund.

Michael Hallinan, special counsel for SUPERCentral, said the four problems include no LRBA documents, incomplete ...

BGL is investing in tools to help clients understand and explain how Div 296 may apply, without treating outcomes as definitive or replacing professional judgement.  Jeevan Tokhi, BGL chief product ...

The 2026 CEO Award was presented to David Saul, while Bryce Figot received the prestigious Chair Award. High-achieving ...

Peter Burgess, CEO of the SMSFA, said the government’s expectation that the financial planning profession should shoulder a ...

Belinda Aisbett, director of Super Sphere, said proper documentation, up-to-date engagement letters, signed financials, ...

Ben Kelly, ATO deputy commissioner, told delegates at the SMSF Association annual conference on Wednesday that there are more than 93,000 SMSFs who have one or more outstanding lodgements as of 31 ...

Peter Burgess, CEO of the SMSFA, said with record and continued growth in the sector, the need for specialised SMSF-specific ...