The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.

It’s essential to “read the deed” after a member’s passing, even if a trust deed has been drafted specifically for their ...

The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not ...

Some exceptions allowed under s66 enable an SMSF to acquire assets from a related party, such as listed shares, business real ...

Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children from the first relationship upon the death of the member, warns a ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an ...

The interplay between reversionary pensions and binding death benefit nominations regarding which one takes priority is a ...

The Financial Advice Association Australia said it supports the draft legislation on legacy pensions but has urged the government to consider several recommendations, including a mechanism to ensure ...