While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.
by zfs
A year may not seem like a long time, but a lot can happen in 365 days. Since last February, you may have changed jobs, received a raise, gotten married or divorced, brought home a baby or had one of your kids move out of home.
by zfs
LRBA – Limited recourse borrowing arrangements
TBAR – Transfer balance account reporting
by zfs
One great source of data about Australia. Become better acquainted with the country we love.
by zfs
by zfs
If you could add $61,000 to your super fund in 10 years, would you do it?
by zfs
Here’s some good news for investors. With a few straightforward New Year resolutions and strategies, they can become better investors and better managers of their personal finances.
by zfs
by zfs
A very interesting graph comparing short term volatility with past long term reality.
by zfs
An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble. One example being a recent case of incorrect witnessing of binding nominations.
by zfs