BGL is concerned about flaws in the recently released ‘Money in Retirement: More than Enough’ Report published by the Grattan Institute…
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In Part 2 of our series, we examine how the proposed law applies to members whose superannuation interests are supported by assets that are subject to an LRBA between the superannuation fund and its associate (often referred to as a ‘related party’ in everyday conversation)…
Business owners take all sorts of advice for many things but how seriously do they take their financial future? This enlightening and entertaining talk reveals the funny (and serious) side of our most important part of our future…
Having a great product is .. well .. great! But good support is even better! That’s why we have transformed our (CAS 360) support system, moving it to Zendesk – a cloud based customer service software used by 200k+ organisations worldwide!
This article (the first in a two-part series) examines the effect of the proposed law on members who have satisfied a relevant condition of release with a nil cashing restriction.
The new law pertaining to ‘ipso facto’ clauses came into operation on 1 July 2018. This article highlights the relevance of the new law for SMSFs.
This article covers the main ways a person becomes a disqualified person, the consequences of disqualification and the options available to those who are disqualified…
BGL has analysed data from over 175,000 funds in light of the recent announcements regarding the increased use of reserves…
BGL has teamed up with Netwealth to import daily investments data feeds from its platform into Simple Fund 360…
Significant time has passed since the introduction of the transfer balance cap (‘TBC’). During this period, many have become aware of the potential trap caused by the TBC for SMSF members who receive payments above the account-based pension (‘ABP’) minimum annual amount, and have responded by implementing various strategies to avoid this trap. This article shows that timely action can minimise any further opportunity cost resulting from the trap.
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