With the self-managed super fund landscape continuing to evolve, it is important that education and training reflects the changing nature of technical and regulatory issues. With this in mind, the Changing Face of SMSF webinar (previously the SMSF quarterly wrap) provides professionals with up-to-date information about legislative change from Government and the from Regulators. Webinar outline: In … Continue reading »
With up to 10,000 accountants potentially impacted by the Future of Financial Advice (FoFA) reforms, in particular, those related to providing advice to SMSFs, the question must be asked whether practitioners are preparing themselves for 1 July 2013 or are they simply putting this issue into the ‘too hard basket’? At this stage only draft … Continue reading »
The release of draft regulations regarding the replacement of the accountant’s exemption has provided much-needed guidance to assist practitioners to prepare for the new licensing regime to impact SMSF advice from 1 July 2013. Continue reading »
I’d like to take this opportunity to wish all my readers a very Merry Christmas and Happy New Year. I trust you have enjoyed my posts throughout the year and look forward to an even bigger and better 2013. Next year will see a fresh new look for the blog, along with some exciting new … Continue reading »
Join me for the next SMSF Quarterly Wrap webinar, where in this one hour session I will be discussing at the latest technical and regulatory issues impacting self managed super funds. The last quarter has been another busy one for SMSFs with changes announced from the Mid-Year Economic & Fiscal Outlook (MYEFO), in particular around … Continue reading »
The topic of borrowing in super continues to gain momentum with a growing number of SMSFs looking to establish limited recourse borrowing arrangements (LRBAs) to acquire property. The next SMSF Academy webinar will discuss the latest issues impacting LRBAs including: Understanding the Commissioner’s views in the final ruling, SMSFR 2012/1: application of key concepts … Continue reading »
Keep up-to-date with the latest technical and regulatory issues impacting self-managed super funds with the “SMSF Quarterly Wrap”. The last three months has seen a range of important information or changes impacting SMSFs including: The ATO releasing their compliance program and key target areas for SMSFs; new requirements for SMSF trustees from 1 July 2012 … Continue reading »
I’m pleased to announce the launch of my Top10 SMSF strategies for 2012-13 webinar to be held at 11am AEST, Thursday, 23 August 2012. With more than 410 attendees to last year’s session, this is the most anticipated SMSF webinar for 2012!! In addition to the webinar, all attendees will receive a free copy of … Continue reading »
Well… it’s finally official. The ability to undertake off market transfers of listed shares into SMSFs can continue until 1 July 2013. This Stronger Super recommendation amongst several others has not commenced at 1 July 2012 as expected, with Treasury still working through some significant roadblocks around market manipulation rules contained within the Corporations Act … Continue reading »
There is a growing focus on retirement income streams within SMSFs, in particular with the tax advantages available at both the fund and member level. The Simpler Super reforms have opened up a range of strategies to for advisers and their SMSF members to consider, along with fluctuating market conditions. Join me for this … Continue reading »