Exploring the intricacies of Self-Managed Super Fund (SMSF) compliance goes beyond simple rule observance; it reveals a realm of...

As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...

View on YouTube An important component of estate planning for self-managed superannuation funds (SMSF) is deciding how to distribute the...

Grant's blog is here to deliver you some of the best strategies in the financial industry. I was a SMSFer but now a proud SAPEPer I love...

ASIC has released a warning - Info73, that in the event of the death, incapacity, or bankruptcy of a sole director company that: “During...

Want to boost overseas investment into Australia and increase tax revenue at the same time then – “Why not let non-residents invest in...

It's Friday again and time for a new blog. Last week’s edition struck a chord with accountants who want to do SMSF advice but have been...

There is a lot of information flying around the world every nanosecond. In 1998 at the Strategist Group we completed the first ever live...

Over the past 18 months, a group of accountants, IT, finance and family advisers have been busy building a new advisers association for...

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as...

The introduction of the Financial Services Reform Act in 2001 heralded a new era of financial advice reforms that, whether by design or...

I . INTRODUCTION Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in...

I. INTRODUCTION Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in...

We all have those stories when procrastination, doing something we are anxious about or are not comfortable with, rears its head and...

Now claiming something is the best is a big call, particularly in the SMSF industry which is currently in excess of $800B, but we stake...

1. Introduction Discretionary trusts are well known for their tax advantages and also, to a lesser extent, asset protection and estate...

For decades, it has been common practice to split spouses into the 'at-risk' spouse and the supposed 'risk-free' spouse. So while the...

Introduction We all know that when a member of a superannuation fund - retail, industry or SMSF dies, any taxable component will be taxed...

The SMSF trust deed is crucial to the success and longevity of any fund, yet so few trustees and, for that matter, their accountants,...