Category: News articles

When stepchildren miss out on inheritance

First published in the Financial Review on 4 November 2022. An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a […]

Partner content | Why non-traditional asset classes have a role in SMSF portfolios

Content provided by Hostplus Non-traditional assets are regularly overlooked by advisers and SMSF trustees due to illiquidity and accessibility concerns. There’s a good reason to take a second look. Diversity […]

Deciding who gets your super after you die? Follow these three steps

First published in the Financial Review on 5 October 2022. The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations. The High […]

Why SMSF trustees could be the big losers

First published in the Financial Review on 7 September 2022. Accountants are crucial to DIY super funds yet their role has been overlooked in the Quality of Advice Review. When […]

Hottest new super strategies to help your kids and spouse

First published in the Financial Review on 10 August 2022. Recontribution tactics made possible by rule changes are a game changer for older Australians and their families. The 2021 federal […]

Why rules need to change on SMSF financial advice

First published in the Financial Review on 14 July 2022. The Future of Financial Advice Review offers an opportunity to get the balance right on compliance versus cost. For self-managed […]

Why self-managed super funds are anxious about these 3 reforms

First published in the Financial Review on 16 June 2022. The sector is anxiously waiting to see if the Labor government will proceed with some crucial changes that were in […]

What the new super rules mean for those aged 67-75

First published in the Financial Review on 18 May 2022. From July 1, they will be able to contribute without having to meet the work test, but they need to […]

Why poor SMSF planning will leave less for your heirs

First published in the Financial Review on 27 April 2022. A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds, […]

2022 National Conference Special Address | Stephen Jones MP

SMSF Association National Conference 2022  https://vimeo.com/707656733/a991003cb3 Join us on the Gold Coast! Stephen Jones MP,Australian Labor Party