My first article on superannuation and SMSF highlighted the fact that two significant changes have occurred. Firstly, since July 2016 legislation now dictates that advice on super/SMSF must be formalised and this involves a process that requires your attention. Secondly, significant changes to super rules have also been implemented, particularly in regard to contributions […]

  Last year the Government introduced legislation that changed the way accountants can deliver superannuation and SMSF advice.  At the same time, significant changes were made to superannuation rules, making it important for clients to seek advice. It’s a perfect storm in the making.  You need advice, but without formalising the requirements of the new

  The recent superannuation reforms are far-reaching, complex and relevant for all members of a super fund, whether that is an industry fund, retail fund or your own self-managed superannuation fund. It’s clear that making the most of ‘existing’ legislation in consideration of the introduction of the ‘new’ legislation requires advice. And, therein lies an