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pension

What’s the status of the transition to retirement income stream?

David Oon, Senior Associate and Daniel Butler ([email protected]), Director, DBA Lawyers The transition to retirement income stream (‘TRIS’) is entering a new era on 1 July 2017 where most will want the TRIS to enter retirement phase as soon as possible to gain access to an earnings tax exemption. A new law has provided a [read more]

SMSF Deed

DBA Lawyers’ SMSF deed

Daniel Butler ([email protected]), Director, DBA Lawyers Not only does DBA Lawyers have the best SMSF deed and documents available, we offer many value added benefits that are not available in other deeds. A review of a recent non-DBA Lawyers’ SMSF deed Before discussing some of the benefits of our SMSF deed, I summarise some review [read more]

Unlocking potential and avoiding pitfalls in SMSF property development

Unlocking potential and avoiding pitfalls in SMSF property development

Some may think that property development in an SMSF contravenes superannuation law. However, that is overstating the position. There is no blanket ban on property development in SMSFs. Rather, like many investments an SMSF can make, the key to compliance is on how the investment occurs. Extreme caution should be exercised before and during, since [read more]

SMSF Deed

Advantages of the DBA Lawyers SMSF deed

DBA Lawyers is Australia’s leading SMSF law firm. We have been refining our SMSF deed for well over 20 years, making it the best SMSF deed available. Additionally, our SMSF deed contains numerous ‘value-added’ advantages that set it apart. Accordingly, our SMSF deed offers many benefits that are not found anywhere else. All of the [read more]

super reform resources

DBA Lawyers offers a wide array of super reform resources

Co-author by Joseph Cheung, Lawyer, DBA Lawyers We have been busy making sure our SMSF documents and training are up to date with the latest super reforms and strategies. Not surprisingly we continue to come across many SMSF documents recently acquired elsewhere that have not been updated with the recent reforms. Naturally, if you are [read more]

smsf deed update checklist

SMSF deed update checklist

DBA Lawyers is often asked whether a particular SMSF trust deed needs to be updated. As a general guide, we recommend that SMSF trust deeds should be updated every 4–5 years, or sooner in the case of major legislative change. The last major legislative change to superannuation that warranted a blanket update for all SMSF [read more]

annual update service page update with tutorial

Annual Update Service: video demo

We have added a user-friendly tutorial video on our website that will guide you through using our Annual Update Service for the first time, or, if you are already a user and haven’t logged on to the Annual Update Service in a while then it could be handy to catch up and take a minute [read more]

Can-a-deed-be-made-electronically

Can a deed be made electronically?

In this article I am keen to answer key questions regarding the very old-fashioned legal tradition of deeds and how they interact with modern practices such as: Can a deed be executed electronically? If a lawyer drafts a 50 page deed and emails it to a client as a PDF file, if only one page [read more]

Is a lifetime pension a viable option

Is a lifetime pension a viable option?

This article considers some of the issues associated with whether a pension payable to a member can be converted to a ‘lifetime’ pension, such that the pension is automatically reversionary to the member’s spouse on their death, and then any remaining capital reverts, for example, to the deceased member’s children from a previous marriage. Case [read more]