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3 strikes don't always mean you're out as an SMSF trustee

A recent court decision has highlighted that there are nuances in any case that can determine whether breaches of an SMSF trusteeship result in automatic disqualification. ....

Brian Burgess , Matthew Burgess , Merchant Group , View Legal , Billabong Surf Clothing , Gordon Merchant , Supervision Act , Superannuation Industry , Supervision Regulations ,

Learning from the experts: the top 5 strategy articles for 2023

Our expert contributors know exactly what SMSF Advisers want to read and this year they have covered a multitude of topics from technical updates to unpacking the legislative changes that have confron ....

Matthew Burgess , Peter Burgess , Michael Hallinan , Mark Ellem , Daniel Butler , Private Binding Ruling , View Legal ,

Can EPAs 'renew' BDBNs? - SMSF Adviser

A Queensland court ruling has confirmed an enduring power of attorney has the authority to alter a binding death benefit nomination. Shaun Backhaus, senior associate with DBA Lawyers, said the case ....

Matthew Burgess , Re Rentis Pty Ltd , Robert Stannett Superannuation Fund , Spinav Permanent Custodians Ltd , Re Narumon Pty Ltd , View Legal , Permanent Custodians Ltd ,

Bankruptcy ruling a warning for SMSFs

A recent bankruptcy court decision shows the importance of keeping an SMSF “clean”, said a legal expert. Bryce Figot, special counsel for DBA Lawyers,  told SMSF Adviser the case of Dessmann, ....

Matthew Burgess , View Legal , Corporations Act , Superannuation Industry ,

Binding Financial Agreements an important element of SMSFs

It may not be romantic, but a leading SMSF legal specialist says putting in place a Binding Financial Agreement when drawing up an SMSF makes economic sense and could save court action and legal fees ....

Grant Hackett , View Legal ,