![Dunno? Dealing with contributions made in error [VIDEO]](http://i1.wp.com/thedunnthing.com/wp-content/uploads/2013/01/dunno_post.png?resize=290%2C290 "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 »
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 »
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 »
The ATO has released ATO ID 2012/16 which addresses the timing issue of when a concessional contribution is made on behalf of a member in one financial year but is allocated in the following financial year for the purposes of the contribution caps. Until the release of this ATOID, the industry has been relying on … Continue reading »
With the end of the financial year fast approaching, it provides an important time for SMSF trustees to consider a range of year-end planning strategies for their SMSF. The following list provides some ideas, issues, and strategies around contributions, pensions, investments and estate planning that you should be reviewing to maximise the opportunities leading up … Continue reading »
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 »
The 2012 year is going to be a significant one for the SMSF industry, so it is important that you keep up-to-date with the latest issues, news, and changes impacting self managed super funds. The SMSF Academy is pleased to announce the first webinar for 2012, the SMSF Quarterly Wrap. This is a new addition … Continue reading »
A Happy New Year to all my readers. The New Year provides us with time to think about and assess goals for the coming year. Whether we actually achieve them or not, well that’s a whole different matter… I have provide below 12 resolutions that you may with to consider in either setting up or … Continue reading »