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Two more super fund death benefit court cases
Both cases involved no binding nomination and no valid will...
16/10/2018
CA ANZ
Are SMSFs losing their lustre?
Self-managed superannuation funds (SMSFs) have been embraced by Australians, but are they damaging Australia’s robust superannuation system?...
29/05/2017
Acuity
Death, super and confusion: rewriting Australia’s death benefit rules
Complex death benefit rules around superannuation payouts are a dog’s breakfast, but improving the regulations won’t be easy...
12/03/2019
Acuity
Tricks and traps of advising families: an accountant’s view
People’s longer lifespans are affecting family business succession plans and estate planning. What should advisers do?...
17/01/2019
Acuity
The gift that may not keep on giving
A recent court decision gives pause for thought around the use of gift and loan back arrangements to protect assets...
26/10/2022
Acuity
What’s the future for CAs and trusts in NZ?
Given the increased obligations new NZ legislation imposes on trustees, CAs have had to question their involvement in trusts...
17/09/2020
Acuity
Unstoppable forces disrupting the finance industry
New, low-cost business models are disrupting the traditional, high profit margin finance industry...
13/08/2017
Acuity
How to deliver certainty in life insurance
With fully underwritten life insurance, you know exactly what’s covered before the worst happens. Brought to you by NobleOak...
10/06/2021
Acuity
Are you leaving a tax bomb in your will? Estate planning pitfalls
Australia has no death tax, but bequeathing your superannuation to adult children could land them with a big tax bill...
12/09/2019
Acuity
Want to pay for groceries even when you can't work?
Income protection provides for you and your family when you can’t work, including helping to pay your everyday bills...
15/08/2018
Acuity
SMSFs back in the spotlight
As a Royal Commission starts hearings into Australia’s super and SMSF sectors, pressure is growing for a regulatory shake-up...
05/08/2018
Acuity