Market Valuations and SMSFs

Valuing the assets within an SMSF for Financial Statement purposes has been a regulatory requirement since 2012/13, however, valuations have long been required for many

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Webinar – 2024 year in review

2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us

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Webinar – The problem dealing with related parties

A number of recent Court cases have highlighted that dealing with related parties can be both convenient and yet complex at the same time, as Fund

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Webinar – SMSF estate planning considerations

SMSF trustees have a minimum annual requirement to review the fund’s investment strategy and whilst no such regulatory requirement exists for reviewing the fund’s succession

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Webinar – Don’t neglect your SMSF documentation needs

If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof.  Whether

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SuperGuardian Webinar: A walk-though for Advisers on 11th April 2024

Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works?  Register below for one of our virtual guided

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SuperGuardian Webinar: A walk-though for Advisers on 22nd April 2024

Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works? Register below for one of our virtual guided

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Webinar – Does indexation impact your SMSF clients?

There are three key indexation factors that impact the SMSF industry and combined they have an effect on contribution strategies and opportunities, pension planning as well as LRBA

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Webinar – How the $3m Division 296 Tax will impact SMSFs

SMSFs have long been promoted for their ability to hold business real property, either directly or indirectly via a company or trust.  Concessions apply to

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Webinar – Holding Business Real Property in an SMSF

SMSFs have long been promoted for their ability to hold business real property, either directly or indirectly via a company or trust.  Concessions apply to

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