There are a range issues for accountants to consider as they look to move into licensing to advise their SMSF clients. Whilst some may retain a ‘status quo’ until the removal of the removal of the accountant’s exemption from 1 July 2016, many are doing the training and education now, along with the necessary planning … Continue reading »
When is an actuarial certificate required for a self-managed super fund? This is one of the most searched topics on my blog. With 88% of all tax deductions claimed within SMSFs relating to exempt current pension income (ECPI), the Australian Taxation Office is casting a very close eye over the growing number of tax deductions … Continue reading »
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 a great turnout to the webinar on the Future of SMSF Licensing (nearly 350 people logging in), I have now uploaded this recording for those who missed it, want to watch it again or simply didn’t realise it was on! A special thanks to my guest panelists, Liz Westover, Head of Superannuation, ICAA and … 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 »
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 »
Find out more about the impact of the 2012 Federal Budget on the superannuation sector, by watching this webinar conducted by The SMSF Academy. The webinar looks at the key changes to the additional contributions tax to apply to high income earners and the impact of the deferral of the extended concessional contribution limit for … Continue reading »