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 »
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 »
Many people within the super industry have been moving uncomfortably in their chairs since the Government filtered out of news of an additional level of contributions tax on high income earners (greater than $300,000). This nervousness is justified as it is again another example of going for an easy revenue grab when confidence and stability … 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 »