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

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 ...

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

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive. Ahead of the Women in Finance Summit 2024, the Finance ...

An attorney can make or renew a superannuation binding death benefit nomination but there are a number of conditions that apply, says a legal specialist. Hayley Mitchell, partner at Cooper Grace Ward ...

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 ...