What lies ahead for SMSFs in 2013?
Contributions / Limited Recourse Borrowing Arrangements / Pensions / Professionals / SMSF Compliance / SMSF Strategy

What lies ahead for SMSFs in 2013?

A Happy New Year to all my readers… With the SMSF industry growing strongly, 2013 is likely to provide one of the most challenging and competitive (yet rewarding) periods for SMSF professionals. The year ahead will require practitioners to ‘step-up to the plate’ and be ready for many of the reforms that will reshape the … 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 »

Launching the Top10 SMSF strategies for 2012-13
Announcements / Contributions / Estate Planning / Limited Recourse Borrowing Arrangements / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

Launching the Top10 SMSF strategies for 2012-13

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 »

Announcements / Contributions / Professionals / SMSF / Trustee education / Webinars

Wishlist or wishful thinking for a super budget?

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 »