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Searching Content indexed under Retirement, Superannuation & Pensions by Madgwicks ordered by Published Date Descending.
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Structuring SMSF investments in managed investment schemes – lessons from the Aussiegolfa case
A recent finding of the Full Federal Court, the Aussiegolfa case, had major implications for the sole purpose test.
Australia
1 Apr 2019
2
The incapacity conundrum and SMSFs – planning for the (mostly) inevitable
The article considers some key issues often overlooked in planning for incapacity in a self-managed superannuation fund.
Australia
17 Nov 2018
3
First line of defence - Superannuation death benefits disputes
Implementing strategies to minimise risks of death benefit disputes and to manage other issues that may arise is vital.
Australia
15 Sep 2018
4
Under the microscope: ATO scrutinises the paying of death benefits in light of superannuation reforms
The ATO's view in LCG 2017/3 is a timely reminder to review the Fund's trust deed and relevant pension documents.
Australia
8 Mar 2018
5
When Love Sours: How not to Deal with Superannuation!
This case dealt with misconduct in the management and operation of a complying self managed superannuation fund.
Australia
4 Apr 2012
6
Update On Superannuation Fund Borrowing Arrangements
Much has been written on last year's amendment to the superannuation laws to permit superannuation funds to borrow for investment under specific conditions.
Australia
28 Aug 2008
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