Alerts to protect SMSFs

A new system alerting SMSF trustees of changes made to their SMSF will roll out this month. The ATO will alert trustees by text and/or email when changes are made to bank details, electronic service address of the fund, the authorised contact and members.

3 things to plan for in retirement

Retirement should be a time to wind down and enjoy life, however there are a few important topics often overlooked when planning for retirement. This article explains three of these aspects including re-contribution strategies, death nominations and having a spending policy in place.