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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
SMSFs under advice surge as adviser numbers dip below 16,000

As the quantum of advisers has decreased those that remain have consolidated client books, which has led to a higher proportion of high-balance SMSFs coming under advice.

Tahn Sharpe | 10th Oct 2022 | More