
SMSF Residency
SMSF’s must be ‘complying’ to ensure they attract the tax concessions they are known for. An SMSF’s complying status relies on it being an ‘Australian
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Downsizer contributions and SMSFs
Housing affordability has long been an issue in Australia. As part of the 2017 Budget, the government introduced a measure aimed at reducing pressure on
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First Home Super Saver Scheme
The First Home Super Saver Scheme (FHSSS) was introduced by the government to deal with housing affordability and to help Australian’s get into the property
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Valuations for Year End Reporting (Trustees)
It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets at market value or misrepresenting
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Valuations and SMSF Checklist for Year End Reporting (Advisers)
As 30 June approaches there are a number of key issues to be reminded of. This guide will provide an overview and link to a
Read More30 June checklist for SMSFs – planning around the unknown
All dates are unique but this 30 June 2021 is unique for so many reasons beyond the calendar reference! This 30 June represents a transition
Read MoreThe many faces of SMSF property development
SMSFs can undertake property development, it’s just a matter of how. In 2020 the ATO released ‘SMSFRB 2020/1 SMSF Regulator’s Bulletin – Self-managed superannuation funds
Read MoreCreating a pension strategy playbook – workshop
This interactive pension workshop will take attendees through all the key considerations of establishing and maintaining a pension within an SMSF. Aligning pensions with conditions
Read MoreCreating a contribution strategy playbook – workshop
This interactive workshop will provide attendees with direct access to one of Australia’s leading SMSF educators. Over the course of 3 hours Tim Miller will
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2021-22 Federal Budget Update
The 2021/22 Federal Budget has been delivered and it’s reasonable to say that SMSFs have fared well, albeit there is a lot of time and
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