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Downsizer, NALE rule changes top shifting regulatory backdrop for SMSFs

Peter Burgess told the SMSF Association’s National Conference the industry group has pushed for some of the developments, while it continues to oppose others, such as a high-balance cap. The government now plans instead to double the tax rate for funds with very high balances.
Tahn Sharpe | 2nd Mar 2023 | More
Death benefit litigation puts SMSF trustee role in focus

Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations. Cooper Grace Ward partner Hayley Mitchell discusses key case law SMSF trustees should be sure to know about.
Lisa Uhlman | 6th Feb 2023 | More