smsf trustees

SMSF trustee disputes: The need for a resolution plan

Disagreements between the trustees of a self managed superannuation fund (SMSF) may not be a common occurrence, but it would be a safe bet to say they do crop up now and then. SMSFs that use a corporate trustee may have mechanisms to deal with dispute resolution through the Corporations Act or guidance gleaned from

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SMSF trustees: Don’t let “cognitive decline” sneak up on you

SMSF trustees: Don’t let “cognitive decline” sneak up on you. As the Australian population ages, and retirees become either fully or partially reliant on their own retirement savings instead of the government pension, the ability to manage those funds may be affected by one of the possible downsides of a long life. The possibility of

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Your SMSF trustee clients now have a $500,000 conundrum

It would be something of an understatement to say that a spanner has been thrown in the works with the just-announced government plan to set a lifetime cap of $500,000 on non-concessional contributions. So your SMSF trustee clients now have a $500,000 conundrum. The measure is not yet law, and there is no certainty it

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What type of SMSF trustee are you?

As your professional life progresses, you will undoubtedly be asked to undertake a personality inventory to apply the theory of psychological types to team environments. One of the most common of these is the Myer-Briggs Type Indicator. A similar inventory has been applied to SMSF trustees with two studies undertaken by independent research group CoreData.

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