Appoint a corporate trustee and finalise a binding death benefit nomination for smoother succession planning when faced with ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

Another new administration platform has been launched into the self-managed superannuation funds (SMSF) market — CleverSuper — with the founders inviting 250 advisers to become "founding partners".

There is more than one strategy to consider when using the tax uplift rules to increase the tax-free component of a total and ...

A new report on SMSFs indicates the Division 296 tax will have far greater tax implications than expected. When the tax was ...

As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...