Dunno? Dealing with contributions made in error [VIDEO]
Contributions / Dunno / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Trustee education

Dunno? Dealing with contributions made in error [VIDEO]

I regularly get asked questions from readers through my blog on issues and strategies relating to self managed super funds, so why not bring these to ‘life’ by starting a new regular weekly blog, “Dunno: ask a question”.  Each week I will hand-pick a reader question and respond with a video, audio (blogcast) or written … Continue reading »

Announcements / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Webinars

Join me for the SMSF Quarterly Wrap webinar

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 »

Announcements / ATO / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Webinars

WEBINAR: SMSF Quarterly Wrap

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 »

Contributions / Estate Planning / Investments / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

SMSF Year End Planning Webinar

As we approach the end of the financial year, it is important to focus on the various planning opportunities that are available for members of self-managed super funds.  As both trustees and the broader SMSF industry place a greater focus on the quality advice, being able to effectively deliver strategies in the lead up to … Continue reading »

Announcements / Audit / Professionals / SMSF / SMSF Compliance / Webinars

Join us for a free webinar on the spotlight on SMSF Auditors

The Stronger Super reforms are about to dramatically change the landscape for more than 11,500 auditors currently auditing more than 450,000 self managed super funds in Australia. The government is shortly expected to release final details of these changes around registration with ASIC and ongoing competency requirements as part of the Future of Financial Advice … Continue reading »

Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy

Announcing the SMSF InPractice Workshops

The SMSF Academy is pleased to introduce the October 2011 half-day SMSF workshops on Pensions and Estate Planning. These SMSF workshops will work through case studies to outline key issues and strategies in these topical areas, in particular in light of the ATO’s draft ruling TR 2011/D3, when a pension commences & ceases. Due to the workshop format, numbers are … Continue reading »